Reminder to fill out form
T
Tina Koro (IntakeQ)
Merged in a post:
Paperwork notification
R
Ruth Lutchenberg
We would benefit from a reminder being sent to Admin or the provider when paperwork is not completed within a given timeframe.
T
Tina Koro (IntakeQ)
Merged in a post:
Re-Send Forms until completed
A
Angela Fugate
Please allow a setting to send form reminders at regular intervals until designated date (either appointment date or date past which forms can no longer be submitted and appointment will be canceled). I have to go forward weeks at a time and send forms one at a time-- auto-reminders until completed would save SO much time. Thank you for your time.
A
Abbi Moore
Merged in a post:
Re-sending forms
V
Virtual Intensive Treatment Program Counsellor
I would love to have the option to click "resend" on the "VIEW" drop down next to clients namee in the Intake List
K
Katherine Morrison
Please!
N
Natasha Pena
Also can forms not be duplicated in patient account when forms are resent. For some reason when we resend forms to patients that have not completed them it duplicates the forms and -in essences sending them a new form each time rather than resending the original form or remind to complete with link to original form
A
Angie Cortizo
Natasha Pena are you resending from here (See picture attached)? If you are, they should not get duplicated. But if you're going to the PLUS sign, they will be duplicates, because it's a brand-new form.
O
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!
J
Jennifer Hill
Yes, I would appreciate this as well. Also an option to "archive" a form from "View" dropdown menu in the Intake List, instead of having to do this internally within each form.
O
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.
A
Amanda Kennedy
That already exists.
D
Duke Johnson
Amanda Kennedy: is this under form settings or general settings?
B
Brenden Fasken
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.
T
The Flower Institute, LLC
Brenden Fasken: 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.