Differentiate client forms v. internal forms on the Forms tab on client profiles
Adding forms to the client profile was very helpful! Thank you! It would be really useful if the forms for a client were separated by Client vs Internal forms.
Emily Dretzka
shared this idea
Thank you for your feedback. You’ll be happy to know that we recently completed work on differentiating forms and charts in the client profile. With this update, you can now see a column that will show "form" or "chart". We've also added a filter to show only forms or charts. Check out this article on our support center for more: Forms: Submitting, Printing, Saving, and Sending. We appreciate your ideas and contributions—they help us constantly improve our software. Please let us know how this new feature works out for you.
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Daly Wolfe
commented
Currently, completed forms are connected to the appointment, but if the appointment is cancelled it can be harder to find. Would prefer to have a section in the profile that all forms are kept for easy access