Ease of access with emailing forms, visible information for contacts, and signatures.
Have a drop down of email addresses for each case file when emailing out a completed form and make it possible to send out a completed form to a group instead of having to send it multiple times.
Have drop downs with employee names to enter into a form instead of having to type multiple names.
Make emails visible in the people tab.
Be able to populate signatures by people that aren’t the case worker for facilities where multiple staff work on the same case files.
4
votes
Theresa Allen
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