Create multi-select dropdown form element that only displays selected responses
Allow me to insert a multi-select dropdown form element where a client can select more than one response, but only their selected responses are displayed on the form.
Toni Aswegan
about 1 year ago
in Notes & Cases
0
Future consideration
Notifcation when someone uploads documents to a client's general documents, similar to how you receive notifcation when a client completes forms online. Our office staff misses important documents being uploaded to client's general documents becau...
Automatically schedule clients on a cadence after Initial Assessment
I have used Therapy Notes in the past and after the Initial Assessment, you could select if the client was going to be seen weekly or bi-weekly or monthly. If the client was going to be seen on the same day and time for each appointment as is most...
Send client appointment notifications in location time zone
If I have client notification settings enabled for creating an appointment, rescheduling an appointment, etc. then send those emails using the location time zone.