📖 Learning: Users will now be able to create client records for all clients within a list at once. This new bulk action feature integrates with the client lists, streamlining your workflow with a few clicks. This article will take you step-by-step through how to use this feature.
Go to 'Lists' 📋 and select the list you would like to make a bulk client record for (shown here as 'Clients on hold')
Click on 'Create client record' 👇
Select whether you would like to record a contact, note, action or file
Fill in the details ✍️ of the client record
Select whether you would like to file this back to each client's individual record on the clinical system
Click 'Save' ✅
You now should have used a bulk client record action using the lists feature! 🎉