Reminder for when clinic forms need to be updated
Allow me to set a reminder for when a patient's intake or HIPAA forms need to be updated. There are some forms that we need to have clients sign yearly.
6
votes
Felicia Ortiz
shared this idea
-
Jocie Sweeney
commented
Have an option for a Good Faith Estimate to be sent every year to every active client (or a client who becomes reactivated).
-
Felicia Ortiz
commented
have clients forced to check information yearly to confirm account details are up to date.
-
Susan Townsley
commented
This is an issue for us as well. We need a way to have it show up on our tasks that a consent form is a year old and needs to be resigned. Thank you!!!