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TheraNest Ideas Portal
Status Future consideration
Created by Guest
Created on Jul 15, 2022

Specify who gets notified of completed intake forms

Allow me to specify who gets notified when a client completes an intake form. As an admin, I want to be notified when any client completes a form without having to be assigned to every client. We also have intake coordinators who need to be notified as well.
App Type TheraNest App
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  • Guest
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    Jun 20, 2024
    Have 1 email that is dedicated to notify admin that client submitted paperwork as opposed to emailing each individual staff assigned to client and have the same email address connected to their login username. There should be an email you can insert as "admin" so its the office getting notification of paperwork, not therapist that needs to then notify the admin that paperwork was completed by client
  • Guest
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    Feb 9, 2024
    Submitted intake forms from a "NEW invitation Link" only to go administrator. We have an intake coordinator who handles these forms and need the notification.
  • Guest
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    Oct 30, 2023
    As an admin, allow me to receive a notification of a client completes an intake form on the client portal.
  • Katie Bade
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    Oct 20, 2023
    Provide a notification of when a client completes a dynamic form we have sent them. And allow specific admin to be designated to receive the notification.
  • Guest
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    Oct 17, 2022
    This would be helpful for any forms completed by clients!
  • Guest
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    Oct 17, 2022
    This has a tremendous impact for our practice and the daily operations. For a group practice it seems like an essential function. Thank you for looking at this.
  • Guest
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    Oct 14, 2022
    Please make this for any forms completed and submitted on portal.