Reminder to fill out form
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Okichie Davis, LPC, LCPC, ACS, NCC
Circling back to this because it's so desperately needed. We NEED a way to automate this beyond just one single reminder linked to an appointment. For those of us who don't schedule appointments until documentation is complete, that function isn't useful. Plus, having only ONE automated form reminder isn't enough. There needs to be a function to 'send a reminder to finish incomplete form every X days until the form is submitted.' Or at the very least the option to 'select all + send reminder' from the Intakes page. SOMETHING 😭 Having to manually send a reminder for each form one by one is administratively exhausting. Please consider making changes to this!
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Okichie Davis, LPC, LCPC, ACS, NCC
Yes, this is so needed! I would love the option to set a reminder to be sent every X days until the form is submitted.
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Amanda Kennedy
That already exists.
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Duke Johnson
Amanda Kennedy: is this under form settings or general settings?
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Lisa Kelly Jones
Amanda Kennedy: OP is talking about after x days, send a reminder. Not remind client of unfinished form x days before their appointment.
I don't schedule clients until they finish certain forms, so they don't get automatic reminders to finish those forms.
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The Flower Institute, LLC
Lisa Kelly Jones: Same - I don't schedule initial appointments until my forms are returned and I don't always have time to call and remind clients to complete them.
Or if there was a way to automate after x days send reminder, & after x days delete access to forms.