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Allow different staff members to have different intake forms

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Anonymous shared this idea  ·   ·  Report…  ·  Admin →
Completed  ·  Matt Hunt responded  · 

We recently released a feature that allows each client to receive custom selections of intake forms when invited to the client portal, as well as a second feature to allow re-sending forms throughout treatment.

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  • Mae commented  ·   ·  Report

    The ability to create forms related to staff only. Supervisory access only

  • Moriah Thomas, PLPC commented  ·   ·  Report

    I need to be able to create custom forms for different staff members, that only they have access to for their own clients.

TheraNest Client Portal: Intake Forms

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