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.
Owen Davies
shared this idea
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Rhianne Carew
commented
Currently, we can't add clients from inside a group - we need to be on the client list page. Our process is to create a group, then create the clients, and manually add to groups. It would help to streamline processes to be able to create a client from within the group screen, and have it automatically be added to the group.
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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.
