The new records tab document link feature is awesome, but we have lots of cases opened before that feature existed. Would like to be able to link records to the providers in the records tab from inside the documents tab--a dropdown list in the data flyout for a doc, or something akin to the relation function.
Guest
Agreed! I would like to piggy-back and ask that we have an extra column in the Docs area that shows what docs are linked to (med providers, insurance providers, other parties, etc...)