You may notice that when you send out a preregistration that the page looks to appear to have the documents that you have attached are missing, however we made it a two page process to capture at least the demographics in case the client closes out the page before completing the second step or maybe they lost internet during the process.

If you clients fill out some of the forms and leave it will create a client under Ind tab, New client and you will notice that there is now a T&C button that is either checked or not checked if its checked they have completed the forms and are all set however you may notice some that are not checked as the client left the process before completion, you can now click on the client name and click resend and they will get an email that states they have not completed the forms to start services and they can click on the link and be brought right to the forms to complete.

If you have any questions please feel free to submit a ticket and we would be more than happy to help guide you through this new process, you may also test it yourself by sending your self the link and then complete page one and then close out the tab and go to Therasoft and go to New Client click the client name and resend the forms.