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Map custom forms to preset system forms

Please allow us to map important forms

Allow mapping a custom form to the system's preset forms so that completing the custom form updates the back end automatically. Currently, forms the system sends update the back end, but a custom form is not recognized as the same form. For insurance clients, in Client Billing at the bottom there are the fields "Consent on file, ROI required, Release of Information and Assignment of Benefits". When a custom form is sent and the client signs, the system does not know it is the same form, so it has to be manually "Marked as on file." The same applies to the new Automatic payments authorization form: with a custom form, the system does not recognize it, and in that case there is no manual "Mark as on file" option at all. When building a form, there should be an option to map it to a preset option (Insurance ROI and assignment of benefits, or auto payment auth) so completion is registered automatically instead of being marked manually every time.

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