Skip to Main Content
TheraNest Ideas Portal
Status Future consideration
Created by Guest
Created on Jun 26, 2020

Select forms when using "New Appointment" link

When new clients click the "New Appointment" link, they are able to schedule an appointment, create a portal account, and all intake forms marked as "Default" are automatically sent to their portal account. Allow me to select which forms are sent to their portal account, like I can when inviting clients to the portal.
App Type TheraNest App
  • Attach files