Send clients forms without needing an appointment
-
Savannah VanAlstine commented
Providers should be able to add forms/charts to clients without having a scheduled appointment. Our providers sometimes do services outside of our clinic, such as botox parties, or working out of other clinics. It wouldn't make sense to add these clients to the calendar, also adds complication for opening up their schedule when they are not present in the clinic.
-
Savannah VanAlstine commented
Providers should be able to add forms/charts to clients without having a scheduled appointment. Our providers sometimes do services outside of our clinic, such as botox parties, or working out of other clinics. It wouldn't make sense to add these clients to the calendar, also adds complication for opening up their schedule when they are not present in the clinic.
-
Megan Clark commented
We need to be able to add forms and charts from the client profile tab. If I have a client that needs to fill out forms, the only way I am able to send forms that I am aware of is by creating an appointment. I have had instances where I need to be able to view forms and charts in a client profile and it is only visible if they have filled them out. I want to be able to see by clicking on forms + charts what forms were sent and if they are completed. The only place to see this now is to go to their first appointment when they were initially sent.
PLEASE!! This would be so helpful.
-
Ariana Kaveh commented
please do this!!
-
Ariana Kaveh commented
please do this!
-
Amber commented
There are sometimes forms that are not directly related to an appointment or that need to be filled out post appointment. Currently I have to create a fake appointment to send out a couple of my forms.
-
Alexa Erickson commented
The business would like the ability to send forms and they just be attached to the client profile rather then a booked appointment