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TheraNest Ideas Portal
Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Aug 14, 2020

Assign forms to certain employees

Allow me to assign forms to certain employees or staff types. I don't want every therapist to see all the custom forms and I want our front office staff access to certain administrative forms.
App Type TheraNest App
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  • Mike Boren
    Reply
    |
    Apr 22, 2021
    Add administrative Dynamic Forms for those with just default permissions. Perhaps allow non clinical staff to see certain tabs under client details. For example, a receptionist could guide a client through a credit card consent or release of information if they were allowed access to specific tabs. It would also allow us to create procedural forms and more specific documentation so our admin staff is more prepared when a client arrives.