Ability to search for user when requesting signature for session note
complete
C
Courtney Tarbox, MS, BCBA
Currently need to scroll through all users associated with client when requesting signature. It would be helpful to search by name, and even better by user type. We would like to require signature from caregiver, but do not want this to prevent note being sent to Lumary if caregiver does not have ability to sign live, etc.
Jill Umstattd
complete
Hello,
When requesting and adding signatures you will now be given the ability to select the type of user. This will allow signatures to appear in the new signature columns in activities and will also save time if that user is already set in the client's profile.