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Dream Factory by TruBridge Ideas Portal
Categories Notes
Created by Guest
Created on Sep 11, 2025

Filter to add Last Visit Date in Notes

It would be helpful to our Case Management team, who is beginning to use Notes, to have a filter that would add the last IP visit to their note. In order to find that information now, they have to leave the note and go back into the chart for the information. It is not a good workflow.

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