Allow a form to populate for all clients/patients every January
Currently there are two options for forms to populate
-every appointment or
-once per patient/client
I believe it would be beneficial to have a third option where a certain form would be auto assigned to all clients or clients that get a specific service to be required to complete a form yearly- assigned in January
6
votes
Nicole Kleiss
shared this idea
Hey there! Exciting news: we just launched the ability to set expiration dates on one-time forms. That means that you can have clients submit the form on their first visit and any number of years or months after the first submission. Check out the changelog post to learn more!
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Amy Noonan
commented
Or could it even be done to auto populate after 365 days?