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Sharon Maxwell

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  1. Archive intake forms

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    12 comments  ·  TheraNest App » Practice Management & Administration  ·  Admin →
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    Sharon Maxwell commented  · 

    We need to be able to archive old intake forms. As we continue to use TheraNest, we will have a plethora of unused forms clogging up our intake form list. Our practice takes on externs each year; this is a temporary position, and all of their patients are required to sign an informed consent acknowledging that they are under supervision. Additionally, we hire associate therapists who need the same forms, but once they become licensed, we will no longer need these forms. Within a few years, we will have a laundry list of forms that are no longer applicable to our practice. TheraNest does not autofill information from forms to client portals, so I see no reason why a form would not be able to be delete after being used. Please allow us to delete forms from TN.

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