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Anna Locke

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  1. Organize dynamic forms & intake forms into folders

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    8 comments  ·  TheraNest App » Clients & Groups  ·  Admin →
    Anna Locke supported this idea  · 
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    Anna Locke commented  · 

    Is there a way to organize the intake forms into folders assigned to specific clients. For example, I would like a folder for mental health counseling clients and another for infertility counseling clients. They receive different intake forms depending on what program they are enrolled in, so being able to place the forms in a folder will make it easier to send the appropriate forms to the client through the portal.

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