Allow prospective clients portal access
Allow me to invite prospective clients to the portal so they can fill out paperwork. We need to determine if they're a good fit for our practice before activating them.
AdminSarah M
(Admin, theranest)
shared this idea
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Rodolfo Armenta
commented
A way to allow potential new clients to schedule a consultation call through the calendar.
This would be for clients who are not yet established clients and want to self-schedule based on therapist availability through a calendar.
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Vernon Terrell commented
This is very important to us as well...we need more prospective client info prior to adding them as an active client
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Lisa Headings commented
Yes! I'd love to have a simple way to send the paperwork packet to prospective clients. I don't care if it's via the client portal itself or if there is some alternate limbo universe kind of situation. Let's make this happen!
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Felicia Ortiz
commented
allow prospective clients to fill out paperwork before having to activate them
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Deana Payne
commented
We would love to have this feature! No reason to add a client as an active client if the client is not going to do as they need to and send back signed forms via portal so we can start sessions. This is a great idea!
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Robin Barnett
commented
It would be very beneficial to be able to send documents to prospective clients via client portal before activating them!
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John Ruffin
commented
want to give assessment for non clients are potential clients
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Felicia Ortiz
commented
be able to send documents to prospective clients and before activating them
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Catrin Jensen commented
Add the ability to send intake forms to prospective clients.