Download intake paperwork directly to Clinical Docs
Currently, all of the intake paperwork completed in the patient portal is downloaded into General Docs. Since this paperwork frequently contains HIPAA protected information, it would be better if could immediately be placed in the Clinical Docs so only the assigned therapist can see it.
Katie Vail commented
Intake forms and consent forms should be stored separately due to compliance.
If a company was to send two separate emails (intake forms & consent forms) could TheraNest make it so we can choose where we want the forms to be saved (general documents vs clinical documents)?
I understand that we can manipulate the pdf by saving into separate parts but then each provider would have to do this by first saving it to their computer, which again is NOT compliant.