I’ve searched several times for this info. I’m not thrilled with this process of how to figure out how to do things. I don’t have time for this, and key words don’t even bring up anything related to my question.
So, can someone point me (if you even can do this) how to send out bulk assessment to active clients, i.e. I’d like to send out a broad assessment for anxiety and depression to every active client on my schedule on the first day of every month. Thx!
Hi
Here is a link to an article that walks you through that: Send Intake Forms to Existing Client Portal Users
I know how to send out forms to clients who have portal access one at a time. Insurance companies at this time want us to be able to demonstrate outcomes. I would like to send out bulk assessments on the first day of every month to all active clients. I do not see a way to do that. There needs to be a way to do that. Insurance companies are very interested in any way they can deny services, and lack of demonstrated outcomes is one of those ways they are now stating they will do that.
Thank you for sharing this feedback, and I’m sorry for missing that your request was specifically about sending assessments in bulk.
You’re absolutely right that being able to demonstrate outcomes is important, especially with current insurance requirements. At this time, TheraNest does not offer a way to send assessments in bulk to all active clients on a scheduled basis, forms can only be sent individually through the client portal.
We understand how valuable a bulk option would be in a workflow like yours, and I’ve shared this feedback with our product team so they can consider it for future improvements.
We appreciate you calling this out and helping us understand how this impacts your work.
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