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Kaitlyn Moore

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  1. Select which individuals in contact network get intake forms (Family Accounts)

    53 votes

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    28 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    An error occurred while saving the comment
    Kaitlyn Moore commented  · 

    Be able to send a form through client messaging. This would allow form to only go to client and not client's contact (for confidentiality reasons)

    An error occurred while saving the comment
    Kaitlyn Moore commented  · 

    Minors have confidentiality from parents. Yet parents need to sign consent as a contact. Need to be able to designate if a form sent through the portal is for the client or the contact or both. Need to be able to keep forms sent to JUST the client invisible from contact.

    Kaitlyn Moore supported this idea  · 

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