Feature Requests

I'd love to be able to upload a consent form to a patient's file that I can then fax to their doctor so that it would automatically enter their name and DOB. For instance, I have made a form that allows a doctor to approve or deny a certain modality. I seem to have to copy that form repeatedly for each patient I use it on so that I can enter their name and DOB, then download it, and then fax it to their doctor for clearance since I'm unable to upload it to their file and fax it directly (I use SRFax, so an integrated service).

Is there not a way to send multiple forms at one time to a patient

I would like there to be a feature where you can set forms to automatically be resent if it is not completed in a certain amount of time.

I see teenagers and adults. Once someone turns 18, it's best practices for me to have them sign their own adult version of consent forms, and move their parent(s)/ guardian(s) to a release of information basis that client will sign. It would be helpful to have that flagged for when that happens.

Be able to send one consent form to both parents so either can complete and both can sign

As a supervisor who is required to sign off on my trainees' notes, I'd like a feature that allows us to select which signature on a form/note locks it. I do A LOT of unlocking of notes to review my trainees' documentation and sign myself, but it would be nice to just keep the note open until I officially sign it. I could keep better track of documentation too! This also speaks to the need for dual roles in Provider Management (maybe?) and additional automation options for Processes for which I've left feedback elsewhere.

It's my experience that consent forms appear in the order that I have attached them to a consent. When I need to add a new consent to a questionnaire, and want it to appear somewhere in the middle, I have to uncheck a bunch of consents and then painstakingly check them again in the order I want them to appear. Can we have this be click & drag?

We can attach multiple consent forms to an intake form, but we can't attach other questionnaires to an intake form. That's problematic since the limited formatting options of "consent forms" doesn't allow me the versatility that questionnaires do. Hard enough to get forms back, and sure would be nice to be able to send them all at one time, as an attached packet.

It would be very helpful to be able to send an entire folder of questionnaires to a client instead of having to send individual forms that all arrive as separate emails with separate passwords.

It would be helpful to send clients their past intake forms to update and sign instead of sending a new blank form.