Client Categories


It would be amazing to have a feature in the client details to be able to select customisable categories for clients such as ‘Active’ ‘Inactive’ ‘Community’ ‘Inpatient’ ‘Outpatient’ etc. It would be most useful if we could select more than one category such as ‘Active’ and ‘Community’ or ‘Inactive’ and ‘Community’ for example.

The most important part of this would be then to be able to search for clients in these categories. Some people might even want to use these categories for a way to search for clients in certain funding streams etc.

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