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  1. Assign unique forms to clients that can be filled out without an appointment

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    Waitlisted  ·  15 comments  ·  General  ·  Admin →
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    Megan Clark commented  · 

    We need to be able to add forms and charts from the client profile tab. If I have a client that needs to fill out forms, the only way I am able to send forms that I am aware of is by creating an appointment. I have had instances where I need to be able to view forms and charts in a client profile and it is only visible if they have filled them out. I want to be able to see by clicking on forms + charts what forms were sent and if they are completed. The only place to see this now is to go to their first appointment when they were initially sent.

    PLEASE!! This would be so helpful.

    Megan Clark supported this idea  ·