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Dream Factory by TruBridge Ideas Portal
Status Product Owner Review
Categories Registration
Created by Clarissa Calhoun
Created on Jul 19, 2023

Person Profile - Contacts - Mass Changes Visit Contacts - Add Mass Change Guarantor

Contact feature need to include within the "Mass Changes Visit Contact" to include Guarantor. Currently users have to manually update per account. This is time consuming if clients are trying to update to multiple accounts within a Medical Record. The mass changes drop down within person profile and the guarantor utility index not longer has the ability for users to mass update guarantors.

  • There are multiple paths to CONTACTS. One Example Path: System Menu > Profile Listing > Look up person > Select Person Profile > Select Contact / Billing Info Tab > Contact > Mass Change Visit > Add field for Guarantor.

  • System Administration - Rule : create behavior for Mass Change Visit - Guarantor.

  • Attach files