Expiring Forms (resend annually)
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Tori DiMichele commented
Forms that need filled out yearly (like a health history form). Currently it is once or every appointment.
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Carlie Corse commented
It would be great to be able to set an expiration date on Forms. For example, we complete a new GFE/Medical Eval every 12 months. We are currently tracking via making a note in the booking alerts, but it would be MUCH easier if we could set an expiration so that it automatically populates again when they're due.
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Mariah Breaux commented
HIPAA forms need to be signed annually to remain compliant. Is it possible to add the ability to set up a form to send to a client annually to ensure we remain compliant?
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Tyler Linke commented
Requiring digital sign-off once per client, per year to comply with specific states' compliance laws.
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Laura Condy commented
Currently there is only a way to send forms for clients to fill out at their first appointment or every appointment. Intake or Medical History forms need to be filled out annually, so inputting an option for clients to be sent "Annually" or a year after they first completed.
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Preston Colven commented
Some of our forms need to be signed once a year but there is not currently a way to do this automatically. It would be helpful if there boulevard would know that a year has passed and automatically add this to a client's forms
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Liz Brodersen commented
Include a setting on Client Forms that tracks when the client hasn't completed a form in over a year an automatically send it to fill out. Med Spa businesses require newly updated forms every year.
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Amber Leonard commented
It would be great to have patients fill out forms every X amount of time (yearly would be ideal). This way we don't have to duplicate new forms at the beginning of each year and require everyone to fill out even if they just filled it out in December (a month prior).
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Tori DiMichele commented
We have forms that need to be filled out once a year- like the patient's health history. We would like a way to send out forms yearly and not with every appointment.
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Rachael Arnold commented
Medical establishments require their patients to fill their intake forms out yearly, not just one time forever. We need the option for forms to expire after one year since they were filled out so that our clients are automatically required to fill them out again after one year.
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Brenna Smith commented
Setting that allows for forms to be sent out once annually for clients to fill out.
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Kayla Ward commented
Since we offer massage therapy we are required to have clients update intake forms every year. It would be nice to add an option on the form for it to "expire" and prompt them to update via email or for their next reservation.
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Nina Hun commented
Have an option for forms to resend annually to active clients.
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Allegra Kovaleski commented
legally forms after 12 months. we need a feature where client is notified via email confirmation & admin is also alerted
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Jackie Koch commented
We need our patients to update their medical history every year. We would like a feature that can "flag" certain forms to be updated
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Sebastian Rey commented
For the Form section on the how often make it to were the client can fill it out once per year or month ect. m
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Ben Stevens commented
Archiving a form should activate the requirement for a new form. We require massage forms to be completed within one year, when someone completes the form online we are never able to have them resubmit that form online. Archiving the form should trigger the system to require a new form. This would allow us to have them complete the form online for their next appointment rather than having to come in and complete it in paper form.