Adding Professional Contacts
under review
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Valerie Peppers
Have the option to create "Professional Contacts" to IntakeQ that are housed under the main/Admin account and tagged as such. This way we can send forms to professional contacts, businesses, other clinicians and programs but not have them throw off our numbers by being shown as a "client"
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Kaitlyn Lackey
Are there are updates? I desperately need this feature!
Would love for it to expand on current “fax contacts” so we can link a client to a professional contact and easily send records via email over once a patient chart is completed. (Not everyone has fax.)
Currently having to manually download chart, find their email address, then send over is time consuming.
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Kaitlyn Lackey
I would love if this included a way to link a client to a professional contact for housing referrals. I have a hard time as I currently use jotform to house a 3rd party referral system. If I could have “xyz clinic” and can see which clients they have referred and house a form on my website for their lead doctor to send me a patient, that would be 💪🏻
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Josie Gimple
I love this idea!
Tyson Edwards
What fields would you be looking for?
Name
Phone
Email
Fax
Purpose
Ability to send file
Ability to send one off emails
Ability to send one off SMS?
Ability to send form?
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Tali Ganir
Tyson Edwards: website, profession or specialty.
Ideally, ability to group them.
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Sara Ruckenbrod, PT, DPT
Tyson Edwards: Clinic Associated with. If the contact is added in a master list, then you can associate them with a client if wanted or just work off that master list
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Sonia Lucas
Tyson Edwards: Name, phone, email, fax, ability to send file, ability to send form. Would like to be able to link it to a patient to quickly send copy of note to Doctor without having to download and attach in a Gmail account email.
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Wendy Molinaroli
Tyson Edwards: that all sounds great. Would this allow me to track who referred which clients? I think that would be nice.
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Sarah Lockhart-Palladino
Tyson Edwards: name and organization, but the ability to able to communicate securely and as part of the clients record would be amazing. So I’m not sure about a one off email or sms, but if professional contacts could have a portal that would be so cool, and then a way to assign the comment to a patient somehow?
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Valerie Peppers
Tyson Edwards:
Name
Phone
Email
Fax
Company
Title
Website
Licensure
Specialties (Where we could add to the list ourselves, like types of therapy)
Associated with Client or Lead (ability to tag other professional contacts AND/OR clients)
Status (Professional, Inactive Professional, Red Flag, Referral Source, the ability to select/tag multiple of these would be fabulous)
Emails to be sent
Forms to be sent/Received
SMS to be sent
Faxes to be sent/Received
Files to be sent/Received
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Valerie Peppers
Tyson Edwards
We have expanded on the list below, to hopefully make it easier to understand.
Name - First and Last
Title -
Type of Contact - (Allow us to put in a list of what this type could be, like your multiple selection dropdown feature)
Specialties (Where we could add to the list ourselves, like types of therapy)
Status (Professional, Inactive Professional, Red Flag, Referral Source, the ability to select/tag multiple of these would be fabulous)
Email -
Phone -
Fax -
Address -
City -
State -
Website -
Company -
Connected to - (This is where you can link them to a client's file, if you want. Similar to your current Contacts feature.)
Ability to send and receive files, SMS, marketing emails through IntakeQ, forms.
We would like to be able to tag them like you can with clients as well as limit who can see them. Admin would have the ability to see all of them, but give access to certain clinicians if requested/necessary for continuity of clinical care.
The main thing is we do NOT want them listed as Clients or where they pull up under the same designation as a client, thus skewing our numbers.
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Katherine Morrison
Agree — just a professional “directory” like practice fusion has — not be affiliated with clients in any way
Tyson Edwards
under review
Need to evaluate this use case.
Tyson Edwards
Hello, we have released a way for a client to have third-party (non-client) contacts.
You can see how to add and manage them from this article:
You are asking for these professional contacts to not be associated with a client? If so, as a workaround, you could set up a dummy client as your org and add the contacts there?
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Annie Frisbie
Tyson Edwards: Yes, separate professional contacts would be great. Like the fax contacts but built out and more searchable.
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Valerie Peppers
Tyson Edwards: We are wanting to add general professional contacts who are not associated with a client in any way.
The idea is to have a way to make sure it does not effect the client count at all, where we can upload communication or notes pertaining to contact with them, send them forms, upload files to their account, etc. Essentially like a very detailed Rolodex that will allow us to house all of our clinical AND clerical contacts under one roof, but have them separated enough to where one does not effect the tracking of another.
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The Flower Institute, LLC
Yes, it would be so nice to be able to send a file (POC or Rx request) over to an MD for signature and they send it back
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Valerie Peppers
The Flower Institute, LLC: Yes, exactly! This would save having to use a 3rd party system to keep all administrative records, which then have to be uploaded to a client's file separately.
Tyson Edwards
in progress
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Victoria Gallegos
Tyson Edwards: Is it possible to add a place where we can write in our own role of the contact. For example case manager, support coordinator, Direct Support Staff, etc?