Sync all history from Weave to Cornerstone once client profile is made
We need Weave to attach to the client profile the calls and texts made prior to the client being set up in Cornerstone. For example:
The client history has the first text at 4:35 p.m. but it was actually at 12:51 p.m. so it's not attaching previous texts and calls to the client history. Her first call to the clinic was at 12:30 p.m. I know that I can scroll back through her messages or as an admin go to the portal to look at call history. But this is not efficient for the staff. Since there is a log table it should be able to query the log table when building the client history for the phone number and insert those records as well so we can find the whole history in one place.
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Kathryn Wetmore-Komlo
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