have an icon on the calendar page signaling that there are forms that need to be filled out
It would be so helpful to have an icon on the appointment on the calendar page that shows if a client has NOT filled out all of their forms - rather than having to click into the client + their forms tab to see if they've filled them out every time.
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Roxy Selzer
commented
It would be so helpful if there was a notification that popped up at check out if there is still a form to be filled out. Once they have been checked out, the forms are no longer available to the client. At our IV clinic, we often check clients out before they are done with the IV to save them time. However, if a form is missed, and we check them out, it creates an issue. Allowing to resend to the clients email after they have been checked out would be extremely helpful.
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Heather Angell
commented
You can go to "Schedule" from Calendar and then use the drop down "Forms Status" in the upper right and select "Not Started" or In Progess".
Still would be nice to see it on the "Front Desk" or "Calendar" view, but the Schedule view does show all clients for the day and forms status.
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Ashley Annichiarico
commented
I think that this feature would truly benefit any and all businesses. It's a very tedious thing to have to go into every single clients chart to see if it had already been completed. This would also decrease any crucial errors, as well as provide safety for both the client and the business.
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B M
commented
When using the check in kiosk where patients fill out their forms, they should not be marked as 'checked in' or 'arrived until ALL necessary forms for the day are complete.
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Christine Hermosillo
commented
This should be prioritized
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Maryann Wallace
commented
I would agree with this! We use emojis a lot for our tags and one of them we use is for people who have completed or still need to complete a form. We have to individually click on each person and look up if they have a completed form or not! I think it would be nice to have some sort of icon showing if someone needs to complete one still!
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Saff 1
commented
It would be so helpful to have all of the forms listed that a client has been asked to fill out in the forms + charts tab along with if they are complete or not. As it is, we have to memorize which forms are needed for each different kind of appt. in order to know if they have unsubmitted forms...because only completed forms are listed under the tab.