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Dream Factory by TruBridge Ideas Portal
Status Open for Comment
Created by Guest
Created on Jun 24, 2022

Electronic file management-ability to change records, look up by name or account number while in the EFM.

While in the electronic file management, it would be helpful to be able to change to different client accounts without having to back out every time. adding the name search or account number prompt for lookup within the electronic file management would save so much time. This would be beneficial when running monthly eligibilities, or any mass scanning of electronic forms to the system. Thank you for the consideration~ :-)

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