Case Manager database/address book
Able to have a case manager database similar to clinics/referrers that lists case managers (ACC, insurers, workplaces) linked to a particular branch or company in the same way that referrers are linked to clinics. Would be easier to edit case manager details (link this field to contracts) and maintain an up to date list of current contacts. Would also list key contacts at a branch that aren't case managers. Should be able to run the same reports for case managers as we can for other referrers and use their details in the 'send to' merge fields.
7
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Penny Scott
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