Irene Irene
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31 votesPlanned · 25 comments · Digital Forms - WebApp » Form Activities (Dashboard) · Flag idea as inappropriate… · Admin →
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Our front desk is trying to work with the online forms, but are getting frustrated with how it works.
Requests for forms/packets from new patients are not coming in at the rate we would like so to prompt them to fill out and submit them ahead of time, we wanted the wording changed on the message going out. I was told we (nor even your Tier 2 Team) cannot customize the message to fit our needs.
Also, we can't delete any of the "Not Completed" forms, so it appears as an endless list of red, unprocessed material on our Dashboard. We need to be able to get rid of the clutter or archive it somehow for the patients who came in and filled out paper forms anyway. I'm not sure what the response rate is for online forms for other offices is at this time, but ours is low. We want to increase the percentage of responses with new patients before we use it for updating existing patient information.
We would like another button on the Dashboard under the "Status" or "Action" column. Something that indicates that a team member has processed the file, so we're not repeatedly double checking if someone has downloaded a file already.
And lastly, I was told an update will be coming soon. Can I get a time frame for that please?
Thanks in advance! The Team at Clinton Family Dental