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Optimus Prime

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2 results found

  1. Notify staff when they have been assigned a new client

    18 votes

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    9 comments  ·  TheraNest App » Messaging & Notifications  ·  Admin →
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    Optimus Prime commented  · 

    We would love an automation that would send an email alert yo staff when a new client or case was assigned to them.

    Optimus Prime supported this idea  · 

  2. Add ability to duplicate form elements in Custom Forms

    15 votes

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    3 comments  ·  TheraNest App » Notes & Cases  ·  Admin →
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    Optimus Prime commented  · 

    Currently dynamic forms do not allow you to duplicate fields, such as questions, drop down questions, text fields. Our organization has to administer certain questionnaires and assessments where the fields are largely similar or replicated (Exhibit A). We would like to able to duplicate fields, choices, questions, etc. This function exists in other comparable technologies, such as microsoft forms (exhibit B) and would make it much easier to complete formatting.

    Optimus Prime supported this idea  · 

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