Outstanding Forms List
The business would like to be able to view a list of clients who have or have not completed any client forms.
Right now you can only view on an individual basis through the client profile.
Alexa Erickson
shared this idea
-
Brandi Robertson
commented
I think it would be helpful to have a tab or page that shows similar to how the front desk screen is laid out that moves forms from incomplete to complete for both staff and clients.
Going into each clients appointment as management to make sure each staff and client completed them is laborious makes it easy to miss something. especially for safety reasons with medical history forms and I do require my staff complete their forms for the day to collect tips so this would be extremely helpful
-
Amber Leonard
commented
Or an auto tag on appointments that have pending paperwork! This tag would be visible without needing to click into the individual appointment.