Prepopulate organizer answers for returning clients
complete
J
Julia Dudni
This release will allow clients to roll-forward prior answers from organizers, greatly reducing the amount of time and effort to complete an organizer for a returning client.
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Support Team
New: clients can re-use prior answers in organizers
Better client experience: less time spent on data entry & organizers completed faster
Pre-fill button checks if the client completed answers to the same question before, rolling them forward.
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