Pre-loaded Activities before account completion when Onboarding For Clients
J
Jonathan Eggerichs, PsyD
This may be similar to the feature request titled ""sign up" page for new clients to register to Quenza," but I would like to be able (if creating client accounts as the clinician remains in effect) to have my onboarding paperwork in the "queue" or already loaded as an Activity so as soon as they accept my invitation and officially create their account, intake paperwork, etc. is there for them to start.
Currently I have to wait for them (whether an individual or couple) to complete their signup and then go back into their created accounts and load the activities (intake paperwork) and send. This would eliminate that step. Thanks!
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