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Intake Forms

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Add alert when required fields are not completed in client intake forms

When clients miss a required field in their intake forms, they have to scroll down to the fields to see they've missed something instead of being alerted. I think making the warning more obvious could help, like a pop up or something like that.
Guest almost 6 years ago in Intake Forms 3 Future consideration

Inactivity warning on client portal

If a client has been inactive on the client portal and is about to logged out, then show a warning so if they are completing intake paperwork they can save it before getting logged off.
Guest almost 3 years ago in Intake Forms 0 Future consideration

Increase visibility of the Submit button for intake forms on the client portal

Move the "Submit" button to a more prominent place because many of my clients miss the submit button since they have to scroll down to the bottom of the page.
Guest almost 7 years ago in Intake Forms 7 Future consideration

Incorporate outcome tracking in client portal

It would be great if you had space for multiple form entries through the client portal -- to track weekly outcomes, or outcomes by each visit.
Guest over 9 years ago in Intake Forms 10 Future consideration

Fill out an intake form more than once

If I send an intake form to a client through the portal, allow them to fill it out more than once. For example, we have some clients that need to complete multiple "releases".
Guest almost 4 years ago in Intake Forms 0 Future consideration

Add option to disable Client Portal "save time and complete intake forms" banner

Add an option within the Organization's Client Portal settings to disable the "To save time before your first session, please fill out intake forms" banner displayed to Clients in the Client Portal.
Guest 6 months ago in Intake Forms 0 Future consideration

Change "save & next" button on the client portal

When a client fills out an intake form on the client portal, the "save & next" button looks disabled even though they can click it to navigate to the next form.
Guest about 1 year ago in Intake Forms 0 Future consideration

Instructions for intake forms

Allow me to create instructions for our intake forms that the client sees when they fill out the form on the portal.
Lara Davis 10 months ago in Intake Forms 0 Future consideration

Hide practice phone number on intake forms

Allow me to not display my practice phone number on intake forms.
Guest 11 months ago in Intake Forms 1 Future consideration

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 6 years ago in Intake Forms 0 Will not implement