Notify different emails about specific forms filled out

It would be nice to have the feature where we could assign specific forms to notify different specified emails when completed. We use Zentake for multiple different divisions of our work, and it would be nice if say a client fills out the “project recovery” side of forms, it could email Project Recovery’s email that it was complete rather than the Serenity Paws email. A feature where we could designate packets or forms to be linked to notify a specific email for them would help our team track how many clients are filling out which forms. Having multiple emails in our organization helps us filter our needs, so to be able to link multiple of them to Zentake would be helpful.

A send reminder on all button

I wish there was one button I could push above the pending items section that would ask me if I wanted to send out reminder to every patient with a pending form rather than having to “Send reminder” manually to each one. Think of it like a delete all button on email. If I check that upper box it checks all emails on the screen and if I hit delete or make as read, then it automatically does this operation to all the emails quickly. I think even using a check box system to uncheck certain patients could be helpful.

An automatic reminder for a specified period of time

I wish there was a way to send a form and during the process have the system ask how often I want to automatically send reminders. Think of it like schedule send feature in an email. I wish I could pre fill a form and automate it sending to the patient’s contact methods on file every day or every other day for a month rather than having me have to manually “Send reminder” for each pending form.

Add a URL copy button

On the right side of the URL bar, add a button to copy the current tab URL.

Continuous Packet

I’d like to request a feature that allows us to toggle a packet of multiple forms into a single, continuous scrollable form, rather than requiring patients to press “Next” between each form. This would be especially helpful for older patients using our in-office iPads. Many of them mistakenly think they’ve completed the packet after finishing the first form, not realizing they need to hit “Next” to move on. This leads to frequent confusion and additional staff time spent guiding patients. Ideally, this would be a toggle setting at the packet level, allowing us to choose whether a packet is displayed as separate forms or merged into one long, continuous form with a single “Submit” button at the end.

Ability to upload and store various documents directly in Zentake,

This would allow users to scan documents into Zentake, store them as a backup, and automatically. we use BOX inc for some scanning and storage. I can see how that would save a lot of time and effort spent managing and transferring documents across platforms.

Auto calculation of age

It would be a great if when dob is typed in it auto fills out age to prevent issues with accidents

Allow for text strings in Calculations

The calculation feature is great – would love if you could add support for text strings (we are using this as part of the Elation integration). An example would be: We have a screener with multiple questions. Each question is yes/no, where the yes would be weighted 1 and the no is weighted 0. If the client answers “yes” to at least 2 questions, then they need further testing. So if the total value >1. It would be great if we could use text strings in the IF function to say, if value >1 then “Yes” else “No”.

Folders to organize forms and packets

Ability to put forms and packets into folders.

Internal Form Names

For internal team organization, we often want to name the form something different that only appears to internal team members. At the moment, we are forced to create a naming organization that can also be seen by patients.

Localization of forms

We have patient demographics that speak different languages. Having the option to localize a form so that various locales can be selected (let’s say from a dropdown) that would localize the form, so that a single link can be used to cover the necessary locales. At the moment, we are forced to create and manage separate forms for each locale.

Name of Originator

We have several CSRs using Zentake and who are sending out forms to their respective clients. It would be beneficial to associate a client with their CSR so when forms are sent and received, 1) the outbox and inbox can be sorted/grouped by CSR to quickly find their clients, 2) Completed form email notifications can be send to entire group, the admin and CSR, or just the CSR. 3) Archived client forms can be sorted by designed CSR. Perhaps, when generating the form or packet to send out, there can be a dropdown with the CSR’s name (or email) who is set up as a Zentake user. If a form is completed using a link or embedded link, perhaps those forms are received unassigned, but can be assigned manually by the admin or user when the completed form is received. Please feel free to contact me with questions. Thank you for considering this feature.

Bulk PDF Download

Enable bulk downloading of a specific form submitted by clients within a selected date range. e.g., Download all enrollment forms as pdf for May.

Ability to Send a packet to multiple patients at once

Year I send updated packets to every single patient. I currently do this through elation as a mass message and expect them to click the link in the message. I would like to be able to send a csv file or patient list the packets directly from zentake with a personalized message.

Scheduling

Be able to schedule when a specific form goes to a patient. This is important for things like Good Faith Estimates that have to be signed by the patient within 3-7 days of a scheduled surgery.

Reports should include details requested in Choice questions

I am trying to create a chart of all my referral sources. I created a CSV using the question “How did you hear about us?” but even though most people fill in requested details under “Doctor” with the specific doctor’s name, this information is not included in the CSV report.

Allow syncing of contact preference into Elation for appointment reminders

I ask on my forms how patients prefer to be contacted. Wish it automatically synced to this field in Elation.

When pending form/packet is "archived" it still shows up as NOT archived in Reports section.

can’t filter by unarchived because all pending packets are “not” archived in Reports

Allow renaming of Reports

When asking patients to upload a copy of their driver’s license, I have it integrated with Elation to Reports but the way it’s named is just the question, so it always gets named “Please upload a copy of your driver’s license” which is bulky. I wish we could choose what to name it.

Import PHQ-2 and other scored scales directly into the scale in Elation.

Elation now offers PHQ-2, 9, etc in their Psych section of Clinical Profile. Would be nice if you could directly import answers into that (with the date). OR, if that’s not possible, would be nice if when we export into the Clinical Profile, if we could include the date of assessment, e.g.,: Label: PHQ-2 ;date7/26/2024