I really need a feature that allows me to enter the consent & HIPAA compliance forms expiration date! It would be amazing if it sent an email to the assigned staff or even if it just added a flag of some sort to notify billing. But it would be AMAZING if it automatically sent the forms through the portal for them to be resigned annually!
Any assistance or additional feature that would help with managing this would be greatly appreciated. Right now I'm adding the expiration date into the Authorization form and labeling it consent. I've only done this on a few to see if this will affect the billing before adding it like this to all accounts?
I want certain intake forms to be sent automatically to the client at specific times during treatment. For example, I may have a form I want them to complete after every session and another form every month. It would be easier if this was automated, so I don't have to do it manually for each client.
Can you do a version of this for Coaching Companies? I need an electronic system and this program would work but do not need all seriousness of it like HIPPA and coding, plus would need an automatic email system.
Something to think about as there are quite a few therapist who are starting to do coaching.