Jessica Bell
My feedback
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An error occurred while saving the comment I'd like clients to be able to attach a file in the intake form portion in order to reduce the number of steps a client needs to take in order to get started. We need a copy of ID and health insurance and it would be so much more easily integrated if this were to take place.
An error occurred while saving the comment It would be super helpful if we could create an intake form that has a section that allows for picture/documentation upload for the client.
We need to collect a copy of their drivers license and health insurance for their chart, but it is so many extra steps if they need to send it through secure messaging.
Because I already have them create a portal, sign the intake paperwork from that email, and then I send another email to have them input billing info for insurance through Headway and then have to ask them to secure message photo of their id and health insurance. It's just so many extra steps. It would be much more fluid and integrative if in the intake paperwork they could just press "attach a file" and put their ID in on a section and press that again for their health insurance card.
It would be very helpful if when you text clients from Theranest that it would notify you when they respond, otherwise, unless you stayed on that page you may have no idea that a client responded.