annual automated forms
I’d love to suggest a feature enhancement regarding form completion frequency. Currently, the available options are limited to “at first visit” and “at each visit.” It would be incredibly helpful to have more flexible, intelligent options for how often certain forms need to be filled out.
For example, the ability to set forms to be completed:
Manually (at staff discretion)
Once every X days/months (e.g., every 6 months or annually)
Once per treatment type or category
After a significant update or policy change
Based on patient-specific factors (e.g., age, medical history updates, etc.)
Having these additional options would greatly improve workflow efficiency and ensure compliance without creating unnecessary steps for the patient or staff. Ideally, it could be automated with reminders or smart triggers based on past form completion history.
This level of customization would be a fabulous addition and a major upgrade to the current form management system!
