Organization document library
Have a centralized place for all the forms my organization uses that don't relate to a client's file. This could include dynamic forms, or documents that we need to upload such as licensing documents or insurance information for the company. It would be nice to keep these documents and forms separate from the client ones so they are easier to find.
4
votes
AdminSarah M
(Admin, theranest)
shared this idea
-
Erin Lynn Sundstrom
commented
There should be an area for Staff memebers to share access to a document. In example like a Google Doc. You could invite different members to, check something with ease and confidence, and also share information with ease.
-
Katie Prodanovich
commented
It would be nice to have folders to organize forms for the practice that do not relate to a client file. This way we can keep all of our need forms in an organized folders.