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THNP1-I-2124
THNP1-I-2124
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Status
Future consideration
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Categories
Client Account Management
Created by
Guest
Created on
Jun 28, 2024
RELATED IDEAS
Select which intake forms to send in client invitation
Display contacts in client portal subscription settings
Select which individuals in contact network get intake forms (Family Accounts)
Enter insurance information in client portal
Add notes to contacts in contact network
Instructions for intake forms
Allow archived clients to access portal for contacts
Customize portal invite message for contacts in contact network
Send intake forms to clients via text message
Allow prospective clients portal access
Collect contacts in the client portal
Allow me to collect information for a client's contact network (either through an intake form or the Client Portal) and have that populate in their Contact Network in the application.
App Type
Client Portal
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