Currently only allows first or every visit. Need option for Every visit EXCEPT first. The annual option would also be awesome.

Your forms are incredible easy to use but the only thing missing is the ability to assign them once per year vs. every visit. This is huge time and money saver. The administrative work it takes to search through forms to ensure everything is signed is quite a bit.

We also want this...health history should expire and be updated.

That would be so amazing for those of us in the medical field

This is crucial for my business. How is this not a feature yet?

Ability to set expiration date on forms so that clients are prompted to update annually

Allowing forms to be resent annually for updated compliance (especially medical history) instead of every visit or just their first visit. Or, allowing clients to review their medical history annually to make sure all information is up to date.

Allowing forms to be resent annually for updated compliance (especially medical history) instead of every visit or just their first visit. Or, allowing clients to review their medical history annually to make sure all information is up to date.

Allow the option for forms to expire, and trigger new forms to be filled out when expired. Medical facilities have to ensure they have updated client information and agreements on file. This request would make management of expired items much easier to manage.

need forms filled out annually

We need automated yearly health forms for facial clients. Right now, the option is every facial which is overkill or one time only.

such as GFE/medical history form

automatic expirations for forms to allow for the most accurate information on a patient prior to servicing appointment

- Requested by 4Ever Young (45 location prospect)

A client health history or consent form having the ability to set an expiration date from 1st signature. We have to have an updated health history from clients every year not every appointment and we would like it to auto assign instead of having to manually doing it.

Please make a notification pop up when forms are expired and need to be renewed

Yearly reminder to fill out forms/waivers for clients.

A feature that notifies us of forms that need to be updated annually by patients (medical history, good faith, etc)

We would like an expiration date or a "yearly option" for forms that need to be filled out and/or reviewed annually and not just at the first appointment or at every appointment.

Right now you currently have 2 choices for paperwork to populate: “once per client” or “every visit”.

Certain forms, this works for and others it doesn’t. For instance, Cancellation Policies. Every visit is excessive, but only once in their entire history of being with our business is not enough. Annual re-signs would help us make sure clients are staying up to date with this policy and/or any changes that may have been added.

Thank you for continuing to better this platform. It’s appreciated!

Forms that need filled out yearly (like a health history form). Currently it is once or every appointment.