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Status Future consideration
Categories Intake Forms
Created by Guest
Created on Oct 2, 2019

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Add alert when required fields are not completed in client intake forms

When clients miss a required field in their intake forms, they have to scroll down to the fields to see they've missed something instead of being alerted. I think making the warning more obvious could help, like a pop up or something like that.
App Type Client Portal
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    • Guest
      Reply
      |       Jan 24, 2023
      Yes! Especially if they only complete the first demographic page. There needs to be an alert that directs them to click on the forms tab above. Many people miss the forms tab and think they're done with the paperwork.
    • Guest
      Reply
      |       Dec 19, 2019
      require ct. to enter emergency contact, DOB and address in before completing portal
    • Guest
      Reply
      |       Nov 12, 2019
      an alert when the client has not completed the profile including address dob ssn insurance. also they are able to bypass the intake and forms.