I am wondering if it would be possible in the future to not have to assign a client to a therapist when just sending them the intake, or perhaps just assign them to the administrator. This would help us assign clients based on primary issue, or insurance/payment method, first available opening, etc. Currently, we just assign clients to the first therapist in the dropdown and then re-assign them if needed once they are ready to schedule. This can cause some confusion on the client's part because they may see that therapist's name in some of the documentation.
Please sign in to leave a comment.