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Intake Forms

Showing 17 of 1967

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 over 2 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 over 6 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 almost 9 years ago in Intake Forms 10 Future consideration

Hide practice phone number on intake forms

Allow me to not display my practice phone number on intake forms.
Guest 4 months ago in Intake Forms 1 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 over 3 years ago in Intake Forms 0 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 5 years ago in Intake Forms 0 Will not implement

Therapist permission to send intake and new forms

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