Automated & integrated form uploads
To have the ability to upload our own forms and incorporate form translation so they can be digitally signed and be able to sync to the forms tab in the client profile
Background: We have many forms and they are different one for each service and depends on provider. It's difficult for us to manually create their own forms individually and do not want to create their own forms to miss legal jargon and we have to abide by NYS laws
Carly Bertozzi
shared this idea
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Jennifer Gray
commented
It would be helpful to have the ability to upload external documents to the clients account.
I've previously used paper consent forms during outside events and it would be helpful to upload the intake forms and consent forms without making the client complete forms a second time for follow-up. I also have consent forms, intake forms, and charts from using a different software company prior to switching to Boulevard.
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Carlie Fruchtman
commented
Would like to upload pre made forms into the dashboard