First adjustment calls

A feature of my previous system which was really good was having a report identifying clients who had their first adjustment today - we then rang them to reassure them and answer any questions. The result of the call was then logged - answered, not answered, message left. I guess the result could be achieved by tags on PH but it would be nice to be included in notes section and maybe reported on to track outcomes etc.

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Date

Over 6 years ago

Author

Paul Weavers

Subscribe to post

Get notified by email when there are changes.