Send pre-assessment login credentials to clients and update record
Send pre-assessment login credentials to clients and update record
Your pre-assessment client records miss sent credentials, leaving families underprepared. Get credentials sent and the record updated automatically so clients are ready 24 hours before appointments.
Overview
Stop scrambling the day before appointments: send login credentials automatically when a client moves into the pre-assessment stage so families get access promptly. That simple change reduces missed pre-assessments and ensures clients are ready at least 24 hours before their visit.