Is there a way to send reminders to clients who have documents they haven't completed?

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Elsa Rojas-Ashe

• August 18, 2023 00:21

I have clients who have not completed intake paperwork. How can I resend this to them?

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  Veronica Zacarias

  • August 18, 2023 02:59

  Hi Elsa, 

  In the client's profile, under Edit, there is a check boxes under reminder to send them reminders for incomplete documents. 

  Hope this helps!

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  Tara Kiener

  • September 02, 2023 22:42

  Is there any other way to re-send them the incomplete documents? Other than the "Will receive appointment and incomplete document reminders 72 hours before the appointment" option?

   

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  Nikita Robinson

  • September 13, 2023 20:43

  First, Following. Also,  if you go to the client home page and look at the "shared" category, you can delete the shared document (click the 'x'), then re-share them for the client to get an immediate alert to complete documents.

   

  It would be great to be able to send manual reminders outside automated options; like a "send a reminder now" option and without having to delete all the shared incomplete documents and resend.

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