Indicate somewhere on the appointment or notify me if a client has or hasn't returned their intake forms so I know who to follow up with before their appointment.
It would be wonderful to have an icon that denotes that the clients intake forms have been completed -- would make it much easier to track if were readily viewable in the calendar. Or at least add the ability to have the email notification that forms are complete to go to two emails address -- clinician and an administrative user. But icon would be most useful!
It would be very helpful be able to see the middle initial as this would help us to know what documents still need to be signed by the client since there is not alert for this.
Thank you ,
Tanya
It would be great that when a new client is added to the schedule that until their intake forms get sent back into the system that they appear in a different color on the calendar. That way it is easy in a large practice to quickly scan the calendar and be able to tell who has not sent their intake forms back in yet to contact them.
It would be very helpful for our social workers to add an alert that would appear for clients that have missing signed consents for Informed consent of psychotherapy, treatment consent and notice of privacy
Thank you,
Tanya Chapman
Intake /Resource Coordinator
Helpline House
