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Kathy Dennis

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  1. Send reminder to clients if intake documents have not been completed

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    20 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
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    Kathy Dennis commented  · 

    In addition to reminding the client, it would be helpful to have an alert that can remind us within 24, 48, 72, etc. hours of a client's appointment about whether or not we have recieved the client's intake documents or they have not accessed the client portal. This would really help me keep track of who I need to follow up with, who I need to reschedule, etc.

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