Intake Forms

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Allow multiple client signatures on intake forms

Allow me to add multiple client signatures to intake forms. I work with children who may have parents and stepparents and I want to be able to capture all of their signatures.

Guest about 7 years ago in Intake Forms 64 Future consideration

5 VOTE

Add DES-II as an intake form

Add the DES-II as an intake form.

Sarah Maiolo 3 months ago in Intake Forms 0 Future consideration

131 VOTE

Send reminder to clients if intake documents have not been completed

Allow me to send a reminder to my clients to complete intake forms that have been sent to them via the client portal.

Guest over 7 years ago in Intake Forms 20 Future consideration

70 VOTE

Select which individuals in contact network get intake forms (Family Accounts)

Within a client's contact network, allow me to select who gets access to which forms. In the case of divorced parents, sometimes mom doesn't want to see what dad fills out and vice versa. Or in the case of guardians, the guardian may need to fill ...

Guest over 4 years ago in Intake Forms 29 Future consideration

1 VOTE

Add Lie-Bet gambling screening as an intake form

Add the Lie-Bet gambling screening as an intake form.

Guest 29 days ago in Intake Forms 0 Future consideration

2 VOTE

Add the WHODAS (World Health Organization's disability assessment) as an intake form

Add the WHODAS as an intake form that I can send to clients on the Client Portal.

Liz Weisenburger 3 months ago in Intake Forms 0 Future consideration

19 VOTE

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.

Guest about 2 years ago in Intake Forms 2 Future consideration

72 VOTE

Have fields on intake forms copy to fields in TheraNest

If I send a client an intake form and there are fields included that match fields in TheraNest (e.g., in the client's details), then when the client fills out the form have those same fields update in TheraNest so I don't have to copy the informat...

Guest over 8 years ago in Intake Forms 15 Future consideration

26 VOTE

Autosave portal forms

Autosave portal forms that clients are filling out. We've had clients not click the "save" button and lose all the information they entered, particularly with longer forms.

Guest over 4 years ago in Intake Forms 7 Future consideration

34 VOTE

Client notes, assessments, documents available through the portal

I would love it if the tools we use for ongoing care, Release of Information, Minor Consent to Treat, the PCL 5 for trauma, the PHQ9 , the Beck Depression inventory could be available to complete electronically through the portal.

Guest about 7 years ago in Intake Forms 7 Future consideration

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