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Fusion Ideas Portal
Status Future consideration
Categories Docs
Created by Guest
Created on Oct 17, 2018

Automatically carryover HEP from the prior note

In the old fusion system, the assigned HEP activities were already attached to the note. Now I have to re-enter them each note. This can sometimes be a lot of activities that I am re-attaching and it takes more time now, slowing down my documentation.
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  • Guest
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    Jul 10, 2019
    The "Assigned Home Activities" section needs to be able to repopulate from previous notes like the "Old" Fusion. Without repopulating, it is difficult to keep track if I have provided a client with take home activities.