Show intake forms individually on the client portal
If intake forms are sent as a bundle, show each form individually on the client portal instead of as a bundle. Sometimes my clients get overwhelmed and fatigued when they have to go through each form before signing.
Clients routinely have difficulty ensuring all of their assigned documents in the portal are completed and saved accurately, which often results in clients losing data and having to re-complete portions of paperwork over and over before it is adequately saved - occasionally clients give up on trying to complete the intake assessment out of frustration. It would be helpful if there was an auto-save feature in the client portal, and a way for clients to complete documents independent of others that are assigned together, so that they can complete a portion of the documents and submit them as they are able rather than being required to complete and submit all assigned documents together.
