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Intake Form Review Requests

Review Requests allow providers and medical directors to review submitted intake forms, add notes, and collaborate before a client’s visit.


How Review Requests Work

1. Multiple Reviews

Providers can add multiple reviews to the same intake form.
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Each review can be assigned to specific staff members.
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2. Send Review Requests

Once a form is submitted, staff can send it to other team members who need to sign off or review the information.
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3. Add Notes to a Review

Reviewers can append notes, which are saved with their name and signature.
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Notes cannot be edited after submission.
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4. Track Pending Reviews

You can track all pending and completed review requests in two places:

  • Go to Client Forms → Review Requests, or

  • Click the blue bell notification icon in the top-right corner of QuickerNotes

Both will show outstanding reviews that require attention.


FAQ: Email when a form is completed

Can QuickerNotes email a specific address when a form is completed?

No. Clients receive the form-send email and incomplete-form reminder emails. After a client submits a form, use Review Requests to notify other staff inside QuickerNotes. There is no setting to automatically email an arbitrary external address when a form is completed.

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