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Denise Robinson

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  1. Send intake forms automatically at a given cadence

    6 votes

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    4 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    Denise Robinson commented  · 

    I really need a feature that allows me to enter the consent & HIPAA compliance forms expiration date! It would be amazing if it sent an email to the assigned staff or even if it just added a flag of some sort to notify billing. But it would be AMAZING if it automatically sent the forms through the portal for them to be resigned annually!

    Any assistance or additional feature that would help with managing this would be greatly appreciated. Right now I'm adding the expiration date into the Authorization form and labeling it consent. I've only done this on a few to see if this will affect the billing before adding it like this to all accounts?

    Denise Robinson supported this idea  · 

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