I recently had a conversation with SP support (very helpful, they've always been great) regarding a Supervisor not being able to see clients because their supervisee was not listed as primary. The solution, as of right now, is to make duplicate client files for each therapy type. This is fine, if a little confusing, but now I see there is no easy way to duplicate a client's file for this purpose. They have a quick answer for merging, but that's it. I will now have to manually re-enter the client's information or have them do it again. Anyone find a way to streamline this?
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