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organizing shared documents

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Ingrid Manfredo

I have multiple Release of Information forms in the client record. Is there any way to change the name of the form so I can tell which one is for a particular entity without opening each form to find the one I am looking for in the moment?

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  • Kerri Watts

    I fully agree, I think being able to add an identifier would make life so much easier and much faster to find.  PLEASE CONSIDER ADDING THIS FEATURE like you offer for "Uploaded Files".  

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  • Kerri Watts

    I fully agree, I think being able to add an identifier would make life so much easier and much faster to find.  PLEASE CONSIDER ADDING THIS FEATURE like you offer for "Uploaded Files".  

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  • Danielle H. Friedman, LCSW

    Yes, I concur, its hard to keep track of whose form/documnet is whose, which ROI is for whom, especially if you are seeing a family and many people may be signing consent forms etc. I would love to be able to edit the title of a document.

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  • Ruth
    • Edited

    Hi Everyone - Thanks for bringing this up!

    Currently, the only ways to distinguish an ROI that's been shared is if it were shared with different people with Client Portal access for a client, or by the date it was sent. You can create duplicates of the same form template, then adjust the title for each duplicate. To do this, go to your Notes and Forms, clicking the + sign to the right of the template, then click on it to change its name. This wouldn't be a change you could adjust for each client, the forms you duplicate would be the same ones available for all your clients. 

    Danielle - If you're sending forms to your client and their Contacts, then you'll be able to distinguish each form by the initials under the forms shared. 

    Here's a screenshot of this in my test account: 

    I'd encourage you all to add this feature idea to our Ideas and Suggestions Board, here: http://simplepractice.uservoice.com/. I'm going to close this thread for comments, but please add it to our board for further consideration! 

     

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