Many clients do not fully populate their accounts in the portal. They do not readily see the navigation bar, and know that they need to enter demographics, including address, date of birth, emergency contacts, insurance information. As a work-around, we amended our intake forms to include these reminders. However, even with the reminder and redirection, they call the office and still indicate these fields are difficult to locate. I would love to see a "required data" prompt that requires them to enter those fields - and directs them to the appropriate places.
Many clients do not fully populate their accounts in the portal. They do not readily see the navigation bar, and know that they need to enter demographics, including address, date of birth, emergency contacts, insurance information. As a work-around, we amended our intake forms to include these reminders. However, even with the reminder and redirection, they call the office and still indicate these fields are difficult to locate. I would love to see a "required data" prompt that requires them to enter those fields - and directs them to the appropriate places.