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.
Saff 1
shared this idea
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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.