For the last 2-3 weeks our office manager has been slammed with "the client says that they did not get their intake paperwork through the client portal" emails from clinicians. The clients are also saying this.
1) We know that we are sending those invites off, with all of the check marked intake forms, because it is a very clear step in the process of booking a new client.
2) We are very confused how to communicate with clients on where to look, or how that email's headline will read.
But this is now raising a bigger question. Are other simple practice users running into this same issue?.
It seems as though clients are not getting access to forms that we are sending, and therefore it becomes a very long process of sending, removing, re-sending and removing - until eventually it sticks.
Can this be streamlined ?. And is anyone else running into this issue ?