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Intake Forms

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270 VOTE

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 over 6 years ago in Intake Forms 64 Future consideration

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 3 years ago in Intake Forms 29 Future consideration
107 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 almost 7 years ago in Intake Forms 20 Future consideration

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 over 1 year ago in Intake Forms 2 Future consideration

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 about 8 years ago in Intake Forms 15 Future consideration

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 3 years ago in Intake Forms 7 Future consideration

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 over 6 years ago in Intake Forms 7 Future consideration

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.
Guest about 5 years ago in Intake Forms 3 Future consideration

Instructions for intake forms

Allow me to create instructions for our intake forms that the client sees when they fill out the form on the portal.
Lara Davis 3 months ago in Intake Forms 0 Future consideration

Change "save & next" button on the client portal

When a client fills out an intake form on the client portal, the "save & next" button looks disabled even though they can click it to navigate to the next form.
Guest 7 months ago in Intake Forms 0 Future consideration