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6 results found

1. Allow a client to register themselves entering demo/insurance in portal and use docusign to sign consent /HPAA

   51 votes

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   8 comments  ·  Jituzu » Intake Forms  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   christopher supported this idea  ·  Jul 8, 2020

2. Client Portal - Allow providers to send Intake forms to existing clients

   55 votes

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   4 comments  ·  Jituzu » Intake Forms  ·  Delete…  ·  Admin →
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   christopher supported this idea  ·  Jul 8, 2020

3. Ability for clients to sign forms in portal

   86 votes

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   3 comments  ·  Jituzu » Intake Forms  ·  Delete…  ·  Admin →
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   christopher supported this idea  ·  Jul 8, 2020

4. There should be an option for preferred pronouns

   15 votes

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   1 comment  ·  Jituzu » Intake Forms  ·  Delete…  ·  Admin →
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   christopher supported this idea  ·  Jul 8, 2020

5. Create Invoice with Preferred Name

   3 votes

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   0 comments  ·  My Clients Plus » Billing & Payments  ·  Delete…  ·  Admin →
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   christopher shared this idea  ·  Jul 8, 2020

6. Write in option for Gender

   7 votes

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   0 comments  ·  Jituzu » Client & Billing Details  ·  Delete…  ·  Admin →
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   christopher supported this idea  ·  Jul 8, 2020