Automatic client-specific template selection
T
Tim Jezard
Allow users to set a default template (e.g., meeting minutes or psychology progress note) that automatically opens when a particular client is selected. This would streamline documentation and save time for users who work with multiple client types.
Autopilot
Merged in a post:
Default templates to specific clients
C
Chris
to assign different default templates to specific clients. There are some clients I always use one template, others that I use a different one. Assigning a default template to a client would be awesome if it can't be done already.