Twana Thomas LPC-Associate, ATR-P
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53 votes
An error occurred while saving the comment Twana Thomas LPC-Associate, ATR-P supported this idea ·
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25 votes
Twana Thomas LPC-Associate, ATR-P supported this idea ·
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274 votes
Twana Thomas LPC-Associate, ATR-P supported this idea ·
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274 votes
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14 votes
An error occurred while saving the comment Twana Thomas LPC-Associate, ATR-P commented
Making a way for dynamic forms to be sent directly to the client through the client portal messaging without having to make it into an intake form.
My team creates dynamic forms that are assessments and worksheets for clients to do as homework or as part of their session. Not all team members are able to add these to intake forms. They are also not forms that would be needed for all 200+ clients. So to keep us from having 100 different intake forms, it would be nice to be able to make a dynamic form that can then be sent directly to clients using the message feature. Then we have documentation, and we do not have to fill it out ourselves with the client, and we save a couple trees by not having to print off all these forms.
Twana Thomas LPC-Associate, ATR-P supported this idea ·
Allow intake forms to be sent and signed by two sets of parents simultaneously. This would be helpful in divorce cases where both sets of parents need to sign consent. Right now we have to send it twice, once to the first parent, then once that has been signed we send it again to the other parent.