Customize default message when sharing forms
When I share new forms under the client docs, allow me to customize the message so that I don't have to change it every time.
Amber @ Dallas CTC
shared this idea
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Jennifer White
commented
Make all Client notifications customizeable from the Organization level. The Callback Number should not be a required field (as it is in some communications). We don't have a receptionist or main line. Each therapist manages their own schedule and takes direct calls from clients.
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Patti Broderick
commented
In "Organization"> "Client Portal" - have a place to edit and save several personalized invitations (family, marriage, individual). Be able to edit those and save them without having to send a new invitation to a client.
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Jessica Smith
commented
When sending intake forms to clients, would like to be able to save off a custom template that saves the changes I typically make to the message. More broadly, an ability to customize any notification made to the client would be ideal