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TheraNest Ideas Portal
Status Completed
Categories Clients & Groups
Created by Guest
Created on Jul 10, 2020

Intake forms to multiple parties

We really need to be able to send intake forms and other paperwork to more than one party (parent) per client!
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    With the implementation of the Client Contact Network, a parent can use one email address to view multiple portal accounts. If an intake form has been sent to the client's portal, then members of the contact network will be able to access it without having to send it to each parent individually. To learn more about the client contact network, check out our help articles: https://theranest.zendesk.com/hc/en-us/sections/360012820311-Contact-Network
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