More Customization Options To Client Intake Forms

By | July 21, 2016

We’ve had a number of requests to add specific customization options to the forms your clients complete online as they create a new portal account.  Here’s a quick list of the improvements:

custom_form copy

  1. Clients can now add their own insurance information (if you want).   They can select their payer, add their insurance ID and Group number, and all the other normal fields needed for processing a health insurance claim.  Of course, you’ll still be responsible for ensuring it’s accuracy.
  2. In addition to choosing the fields you want to client to enter, you can also choose whether the field is required or optional.  If a field is required, the client will not be able to schedule an appointment until they’ve entered data in that field.
  3. A client sometimes needs the option to start completing the form, then step away for awhile and come back to it later.  We’ve added the option to do that.  Until the client has completed all required fields and clicked Save, they can return to the main form to finish data entry.  Note that if an additional custom form from My Clients Plus is also part of the intake, that the second part is not saved.