Workflow Record View
It would be beneficial to tie the client's name link to the project list associated with workflow on the home module dashboard.
Suggestion: To have the client name record appear on the Home > Projects list without it being tied to the Client Module > Change Permissions.
Currently the project is just listed. In order to find out who the project is associated with clinicians have to go directly into the Workflow Module to see.
2
votes
Stephanie Purdy
shared this idea