Send reminder to clients if intake documents have not been completed
It would be wonderful in TheraNest could establish automated reminders 3 days, 24hrs, in advance of initial intake appointment if intake paperwork remains outstanding and needs to be completed prior to the appointment time. This would allow for more time on behalf of the therapist to eliminate having to send reminder emails.
Leah Berry commented
Allow me to send reminders to clients to complete forms that are shared with them in the portal.
Laura Goldstein commented
YES! This would be SO helpful
Kathy Dennis commented
In addition to reminding the client, it would be helpful to have an alert that can remind us within 24, 48, 72, etc. hours of a client's appointment about whether or not we have recieved the client's intake documents or they have not accessed the client portal. This would really help me keep track of who I need to follow up with, who I need to reschedule, etc.
Bill B commented
I would like either an automatic message to go to clients that have not submitted intake forms within x hours of first scheduled appointment. I could also live with a reminder to myself, staff or assigned therapist alerting that intake forms have not been submitted within a time I can specify. We currently have to do this manually.
Diane Bailey Yoder commented
ROSEANN CAPANNA-HODGE commented
This feature is desperately needed! Manual reminders are too time-consuming. An automated intake paperwork reminder that could be customized is needed.