Assign custom forms to specific clients
I would like to be able to assign specific custom forms to specific clients instead of them seeing all forms.
15
votes
Tony Cavaliere
shared this idea
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Jennifer Stevens commented
Custom Forms: Make a custom forms ONLY appear in a specific client's profile / notes section.
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Claudia Glassman commented
I would love this!! I offer several services with specific intake forms so this would be AMAZING
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Jessica Boff commented
I would LOVE this as well. Not all of my clients need all of my insurance fee schedules form.