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Ensora ABA Therapy Ideas Portal
Status Completed
Categories Notes & Forms
Created by Guest
Created on Apr 6, 2023

Expired Intake Packet

Is there a way to be notified of the Expired Intake Packets under the general documents tab "shared forms". This would help to ensure that we are requesting clients to update their documents for the medical record.
  • ADMIN RESPONSE
    Sep 9, 2024
    This can now be done by using the client document tracking feature if you create a document type for intake forms and list it as an expired document so it will send out alerts when nearing expiration. Thanks for the feedback! Here is an article with more about this feature: https://support.therapybrands.com/s/article/15802111374740-Client-Document-Tracking-WebABA-Pro-Group ( https://support.therapybrands.com/s/article/15802111374740-Client-Document-Tracking-WebABA-Pro-Group )
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