Add Alert in TheraNest for Intake Docs Submitted
It seems the only "Alerts" coming into TheraNest itself are for payments and cancellations made through the Client Portal.
I want to see more robust Alert functionality, more specifically for documents clients submit. As of now, I can only receive notifications that Clients have submitted Intake Documents via e-mail. I would like to have the option of receiving those alerts in the Alert Notifications inside TheraNest.
12
votes
Rebecca Stone
shared this idea
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Alicia Rodriguez commented
Would be great to receive a notification when a client completes the intake paperwork, and submits it to the portal.