Lisa Headings
My feedback
4 results found
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9 votes
An error occurred while saving the comment An error occurred while saving the comment Yes, some people have spent a lot of time and/or money on their intake forms and to have to recreate them from scratch is not a valuable use of one's time.
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14 votes
An error occurred while saving the comment 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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31 votes
An error occurred while saving the comment Right now, if a client enters their cc information, that information is not saved for later us. The information still needs to be entered a second time by the therapist. If the authorization form was fully integrated into the system, that would eliminated the redundancy and any questions from clients about why their information was not saved the first time around.
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4 votes
An error occurred while saving the comment It would be helpful if the ticket numbers for open help desk requests are housed within the Theranest account itself. It is easy for things like that to get buried in email inboxes. This request doesn't fall neatly into one of the categories, so I'm just picking one.
Additionally, I have created a PDF document that kind of serves as a welcome packet with a lot of infographics and tips for new clients. This type of thing cannot be recreated with a form builder. While I can think of a few alternate ways to share this information with clients, sending it to them in one message along with the normal intake paperwork would be the most client-friendly way to do it. I was going to submit this as a separate request, but it makes more sense to vote this up and comment here.