Expired Intake Packet
Is there a way to be notified of the Expired Intake Packets under the general documents tab "shared forms". This would help to ensure that we are requesting clients to update their documents for the medical record.
2
votes
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This can now be done by using the client document tracking feature if you create a document type for intake forms and list it as an expired document so it will send out alerts when nearing expiration. Thanks for the feedback! Here is an article with more about this feature: https://support.therapybrands.com/s/article/15802111374740-Client-Document-Tracking-WebABA-Pro-Group