Icon for Uncompleted Forms
J
Juliana Duarte
Could we have an icon or visual indicator for uncompleted forms directly on the appointment or client profile?
This would help us quickly identify which clients still have forms that need to be completed without having to open each client profile individually.
It would save our team time, especially on busy days, and help us make sure all required forms are completed before the client receives their service.
Autopilot
Merged in a post:
Request for Icon Indicator for Incomplete Consent Forms
J
Juliana Duarte
It would be extremely helpful to have a visible icon or alert that shows when a client has not completed their consent forms. This small feature would help us ensure all necessary documentation is collected before services are performed, improving both compliance and client safety.
Right now, we have to manually check each profile, which is time-consuming and easy to overlook, an icon would streamline this process.
L
LESLIE WILBER-CAMPBELL
Yes! Totally agree