One link for each client
Form requests, reminders and check-ins now carry one button: the client's portal, the same link each time while it is on. Links you sent before still work.
Highlights
- -New requests, reminders and check-ins open the client's portal while it is on
- -Copy and Email on the client's record give that same link
- -Links already in a client's inbox keep working
- -Procedure signing, and forms a parent or teacher fills in, keep their own link
When every request had its own link, a client with a few requests had to work out which email to open, and an older link could look like the right one. Now each client has one link. A new request, a reminder or a check-in carries a single button that opens their portal, where they can see what is waiting, what comes later and what they have finished. Copy and Email on their record give the same link, so what you hand over in the room and what arrives in their inbox match. Links you sent before still work. Procedure signing, and forms a parent or teacher fills in, keep their own link, and a portal you turn off stays off.
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