When creating a new condition, wants client info to populate to condition, then they will change if need be.
We find entering who referred in the client screen and in the condition screen a double up. Is there anything that we can do that carries forward the details entered regarding the referrer, referral type, why chosen etc throught to the condition screen otherwise it is a lot of double entering.
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Lynne Shaw commented
If you go into the client details screen from the condition screen employment details etc will be brought through to the condition screen when you save.
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Support commented
Currently 'Referred By' in Condition screen auto populates with the Client 'GP'. There is the ability to 'copy latest from client' for Employment Details, but Referral Source and Why Choose us does not populate or have ability to copy from Client.