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April Lehman

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  1. 91 votes

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    April Lehman supported this idea  · 
  2. 164 votes

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    April Lehman commented  · 

    Yes, this is much needed :)

    April Lehman supported this idea  · 
  3. 59 votes

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    22 comments  ·  TheraNest Client Portal » Intake Forms  ·  Flag idea as inappropriate…  ·  Admin →

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    April Lehman commented  · 

    Is there any way to set up intake documents where they can be electronically signed individually instead of sending the entire packet with invitation to the portal and only getting client's electronic signature on the last page of the paperwork. Just like in a face-to-face intake I would like a signature on all documents and the ability to send them together, without having to send several different documents separately in order to get electronic signatures on all documents.

    Thank you

    April Lehman supported this idea  · 

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