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Deleting completed forms from a client's profile

Feature RequestHigh Priority

I would like the ability to delete forms in the client form section. At times, I have a client fill out multiple release of information forms and sometimes they complete them incorrectly. I’d like to be able to delete these completely and resend them.

Posted by Amber Henrickson ·
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Comments1

  • Amber Henrickson

    •

    Aug 31

    Also, I’d really like to be able to organize completed forms into separate tabs ( like expired or no longer active) or be able to rename them to differentiate between duplicates etc.