Allow me to set a time period for the client portal invite link to expire. I want clients to log in and complete the paperwork within a certain amount of hours.
Allow me to edit the title of the event that gets saved/synced to our personal iCal calendars. For instance, instead of it saying "busy - *no service type*" or "S.S. - family - 90847, QMHP", we could put "Lunch" or "Mon - 12PM - SS/DJ"
When I save a PDF to my computer (such as a client's progress note, invoice, etc.), have it save as a smaller file size so it's easier for me to email it.
Guest
almost 3 years ago
in Clients & Groups
1
Future consideration
I'd like to have certain forms always available on the portal for clients to fill out as needed, such as releases, so I don't have to send them constantly.
Guest
almost 3 years ago
in Clients & Groups
1
Future consideration
Send text message to clients when appointment scheduled
When I schedule an appointment for a client I want them to receive a text message rather than an email notifying them that the appointment has been created.