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EchoVantage by Ensora Health Ideas Portal
Status Future consideration
Categories Clients
Created by Guest
Created on Jun 18, 2025

Improvements Forms sending functionality.

Right now, our staff are hitting a barrier/bottleneck with the forms sending functionality.


Currently, sending documents in Echo must be sent all in one link. Is it possible to be able to send documents out separately to the same/different individuals?


Example: Case manager sent out a form to be signed already. Therapist tries to send out a different document that they need signed. The therapist is not able to send their document because there is already a link sent out pending which would become invalid when we need it returned. It would be great to be able to send more than one link to a client to sign in case the document is completed after the first link is sent out.

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