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Bryan Vasquez

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

    98 votes

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    20 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
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    Bryan Vasquez commented  · 

    It would be so helpful if there was a prompt in the client portal for clients that they are not completed if it hasn't been signed and the submit button clicked. I consistently have clients thinking they finished the consent forms and they are not yet visible on my end.

    If there is a prompt that they have not finished or allowing the administrator to view the forms so we can actively see what they have or haven't done prior to them "submitting".

    Bryan Vasquez supported this idea  · 

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