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Status Future consideration
Categories Notes & Cases
Created by Guest
Created on Mar 4, 2019

RELATED IDEAS

Assign custom forms to specific clients

I would like to be able to assign specific custom forms to specific clients instead of them seeing all forms.
App Type Provider App
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    • Guest
      Reply
      |       Jun 26, 2020
      Custom Forms: Make a custom forms ONLY appear in a specific client's profile / notes section.
    • Guest
      Reply
      |       Apr 7, 2020
      I would love this!! I offer several services with specific intake forms so this would be AMAZING
    • Guest
      Reply
      |       Jun 12, 2019
      I would LOVE this as well. Not all of my clients need all of my insurance fee schedules form.