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1. Autosave portal forms

   16 votes

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   6 comments  ·  TheraNest Client Portal » Intake Forms  ·  Delete…  ·  Admin →

2. Show intake forms individually on the client portal

   4 votes

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   2 comments  ·  TheraNest Client Portal » Intake Forms  ·  Delete…  ·  Admin →
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   Rachel Lucas commented  ·  May 24, 2023  ·  Delete…

   Clients routinely have difficulty ensuring all of their assigned documents in the portal are completed and saved accurately, which often results in clients losing data and having to re-complete portions of paperwork over and over before it is adequately saved - occasionally clients give up on trying to complete the intake assessment out of frustration. It would be helpful if there was an auto-save feature in the client portal, and a way for clients to complete documents independent of others that are assigned together, so that they can complete a portion of the documents and submit them as they are able rather than being required to complete and submit all assigned documents together.

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   Rachel Lucas supported this idea  ·  May 24, 2023

3. Formatting options for dynamic forms

   631 votes

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   101 comments  ·  TheraNest App » Notes & Cases  ·  Delete…  ·  Admin →
   Rachel Lucas supported this idea  ·  Jun 19, 2021