Expiring Forms (resend annually)
-
Chelsey Reicks commented
need forms filled out annually
-
Stephanie Inglehart commented
We need automated yearly health forms for facial clients. Right now, the option is every facial which is overkill or one time only.
-
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)
-
Kelse Rancipher commented
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.
-
Savannah Southard commented
Please make a notification pop up when forms are expired and need to be renewed
-
Hope Smith commented
Yearly reminder to fill out forms/waivers for clients.
-
SybBella Conto commented
A feature that notifies us of forms that need to be updated annually by patients (medical history, good faith, etc)
-
Nikki Avila commented
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.
-
Tori DiMichele commented
Forms that need filled out yearly (like a health history form). Currently it is once or every appointment.
-
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.
-
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?
-
Tyler Linke commented
Requiring digital sign-off once per client, per year to comply with specific states' compliance laws.
-
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.
-
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
-
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.
-
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).
-
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.
-
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.
-
Brenna Smith commented
Setting that allows for forms to be sent out once annually for clients to fill out.
-
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.