Renee Price
My feedback
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27 votesRenee Price
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25 votesRenee Price
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46 votesRenee Price
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49 votesRenee Price
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53 votesRenee Price
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68 votesRenee Price
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92 votesRenee Price
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100 votesRenee Price
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94 votesRenee Price
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119 votesRenee Price
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98 votes
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18 votes
An error occurred while saving the comment Renee Price
commented
Seriously... when having to check client's forms to make sure they're current, it is such a pain to have to go in to every single person's file just to see the date on their intake forms, even if I've already checked them and they're current. This means a lot of re-re-re-re checking on client's documents that I never needed to check, had I just seen a simple date from the Clients page. You can sort by email, phone number, age, even the date they were added to theranest (which I was hopeful I could change to suit my needs for this and couldn't), but there's no way to sort by most recent forms submitted. I want to be able to see this from the Clients list with the quick info so I can easily check from there if I need to send them new forms, or remind them again to fill out forms I've already sent. Even just putting another sorting column on the clients list for OTHER, and being able to enter in my own notes to see in the sort view, would be nice. I could then put form dates here, but right now there's no work-around for this
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375 votesRenee Price
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754 votesRenee Price
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838 votesRenee Price
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100%! Automated reminders to clients for forms both new and re-sends to collect updated paperwork, and notifications sent to staff in case those clients don't fill in their paperwork all the way or don't fill it in at all and it's past due, that way we can reach out at that point and not a million times beforehand. Having to follow-up with a ton of clients who have outdated, partially completed, or no paperwork, is a real time sink when automated reminders could do this for us.
If not this, please add some way to view the status of intake forms from the main client page/tab so it's easier to see who needs to be sent reminders before upcoming appointments, and who we can just skip. Otherwise, you have to go into every single person's file manually and check the date on their recent intake forms. This takes way too much unnecessary time.