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Heather Scott

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  1. Select which individuals in contact network get intake forms (Family Accounts)

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    28 comments  ·  TheraNest Client Portal » Intake Forms  ·  Admin →
    Heather Scott supported this idea  · 
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    Heather Scott commented  · 

    When setting up a contact network with access to the client portal, it would be nice to have a way to ensure forms that are shared through the portal remain confidential to the client that filled out the forms. For example, client is a teen minor and has an intake form to fill out. Mom is the invited to the portal to fill out a questionnaire and credit card authorization form. But now, mom has access to the teen’s filled out form, which is no longer HIPPA compliant. Is there a way to make separate document areas for each email invited to the portal?

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