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New option for ‘assignees’ in the Client File

New option for assignees in the Client File

The Client File Module has a new Onboarding feature: the assignees’ option. With this feature, it is possible to assign clients to assignees’ such as practitioners, account managers or supervisors. Notifications can also be set up so that an assignee’ receives a notification when a client is assigned to him/​her. In this way, it can be made clear which user is responsible for which client. 

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