Send form to multiple clients | Voters

Send form to multiple clients

Laura Yoder

We would like to see the ability to check all our patients saved during intake and mass send out the same form. For example, we updated our No Show policy and need it resigned. We would check all the patients in our intake tab and send the one form to all at the same time.

October 2, 2024

Hannah Stauffer

Agreed - same for annual agreements and notices. These must be done in bulk and there is risk in pushing these out individually!

Tina Koro (IntakeQ)

Merged in a post:

Send Form to Multiple Clients

Kimberly Koessel

Please add an option to allow us to send the same form to multiple clients at once (e.g., notice of fee increases, forms with client signatures that must be re-signed annually like auth to bill their insurance)

January 27, 2026

Kelly Dykstra

This would be extremely helpful. PLEASE consider this adding this feature.

Meriah Ward

VERY VERY HELPFUL

Camille Scent

Yes - this would be a wonderful time saver!

Aslynn Romano

This would be VERY HELPFUL. and if we could send forms by how they are tagged, that would be great. IE all of my therapy clients I might send mood logs weekly, something like that

Thank you for considering it!