Send notifications to practice manager when paperwork is not complete

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Lyndy Barnard

• October 15, 2022 12:32

Is there a way to have a reminder sent to administrator (me) and my practice manager when a new client has not signed the intake paperwork and provided the insurance information?

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  Sara

  • October 17, 2022 22:23

  Hi Lyndy,

  Currently this is not possible. I recommend adding this idea to our Ideas and Suggestions Board: https://feedback.simplepractice.com/

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