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Elizabeth Shoop

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2 results found

  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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    Elizabeth Shoop commented  · 

    It would be nice to get a notification if clients don't sign forms that we sent to them to sign. I would like to be able to identify a date when sending forms and then if clients don't sign the forms before that date I get notified so I can reach out to them to remind them or resend the forms. Or it can connect to the calendar, as it gets close to their scheduled appointment the system sends them a reminder to sign the forms.

    Elizabeth Shoop supported this idea  · 

  2. Report on all open cases

    17 votes

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    2 comments  ·  TheraNest App » Reporting  ·  Admin →
    Elizabeth Shoop supported this idea  · 

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