Intake reporting for group practice?
AnsweredHi Everybody -
I am the admin for a group practice, and one of my responsibilities is making sure all new clients complete their intakes prior to the first appointment. Is there a way to set up reporting to give me a daily list of all clients who have not completed intakes?
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Hi Kate, at this time only the client's Primary Clinician gets notified when a client hasn't completed their intake packet. The Primary Clinician for a client can see a running list of clients that haven't completed forms sent in their Reminders tab. If you'd like Schedulers and Billers in SimplePractice to have this information included in their Reminders, I'd recommend adding it here to our Ideas and Suggestions Board: http://simplepractice.uservoice.com/ . Our Product Team often reviews customer feedback on this page when considering feature enhancements!
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