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Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Apr 2, 2021

RELATED IDEAS

Reminder for when clinic forms need to be updated

Allow me to set a reminder for when a patient's intake or HIPAA forms need to be updated. There are some forms that we need to have clients sign yearly.
App Type TheraNest App
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  • Guest
    Reply
    |     Feb 13, 2024
    Have an option for a Good Faith Estimate to be sent every year to every active client (or a client who becomes reactivated).
  • Guest
    Reply
    |     May 3, 2023
    have clients forced to check information yearly to confirm account details are up to date.
  • Guest
    Reply
    |     Feb 27, 2023
    This is an issue for us as well. We need a way to have it show up on our tasks that a consent form is a year old and needs to be resigned. Thank you!!!
0 MERGED

Renewal Paperwork

Merged
Create a report that shows expired intake documents needing renewal for active clients/cases for follow-up by clinician or admin staff.
Sam Egelhoff 3 months ago in Clients & Groups 0 Future consideration