Install a pop up option
Install a pop up option that can be placed to pop up upon look up of client before going further. with a brief message pertaining to account.
example- Jane Doe does not want an email to be sent to Husbands work for the next appt. Upon look up of Jane Doe this message pops up and we can remove it or keep it and carry on....
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Anonymous
shared this idea
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Dawn Crawford
commented
This would be so nice! It's difficult for all users to read through all the notes for important info.