SOAP 2.0

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Override previous case info with DPI Import

when generating an initial evaluation, you have the option to import from a previous case and now you also import from the Reach intake forms in 1.0. it would be nice to be able to get information from both forwarding systems, because if you try import from another case, it fills in everything in then when you try from the intake form it give a notice nothing was forwarded due to field already filled in. give the option to override the fields with the intake form information that we are trying to get updated.

  • Guest
  • Feb 17 2022
  • Future Consideration
SOAP Notes
  • Mar 1, 2022

    Admin response

    Hello, and thanks for the great Idea portal suggestion! Overriding the previous case import with the DPI import is a feature that we don’t currently have planned, but may consider in the future. We’ll make sure to let you know if this feature is delivered.

    In the meantime, if you have any further questions feel free to leave a comment or contact WebPT Support using support@webpt.com.

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