When a client schedules an appointment through the client portal and I confirm it, allow me to customize the email message that is sent when their appointment is confirmed.
Ability to see a list of client's scheduled appts past and future from the search feature in the calendar as in Google calendar vs being taken to the agenda. Much more efficient when scheduling additional appts.
Title of submitted intake form to be titles of forms instead of shared form
I noticed when we have Patients fill out forms through the Portal, after they finish, the completed forms in the Patients documents are labeled “shared form” with a number after. Is there a way to alter the naming convention of this either after o...
Guest
over 5 years ago
in Intake Forms
0
Will not implement
Allow therapists to "share new forms" and "resend intake forms" etc so that they can do this for yearly updates, or other times when necessary. There are times they need to obtain an additional parental consent, or other custom intake form we have...
Guest
over 5 years ago
in Intake Forms
0
Already exists
0
Will not implement
0
Already exists
