Practice Manager | Clients - Ability to create groups from client
Create Group from Client Profile Page - No need to go to Groups and create a group before or in the middle of setting up a new client.
6
votes
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Georgina Gogarty commented
This would be extremely helpful - its annoying having to go to groups to create a new group - rather than select 'add to group'> create new group
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Owen Davies commented
Screen 2
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Owen Davies commented
Screen 1
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Brooke Paul commented
An option to create a new group in XPM from the client card menu would be very helpful. Makes it a bit bothersome setting up new clients when you need to move to another page to make the new group.
See picture attached. If XPM cannot detect a group, a line prompting to create a new group here would be ideal.