Ideas & Enhancements

Intake Pro: Allow Party Name Blocks to be a Part of a Section that is Contingent upon a Question

Party name blocks on intake layouts cannot currently be added as part of a separate section. We often receive an intake from a representative person who is calling on behalf of a deceased injured party. We would like to have a question in our intake along the lines of "is the caller the injured party?", and, if no, have the intake fields for Party 2 appear so we can perform intake on both the caller and the injured party at the same time. It's possible to have a section appear on the intake layout only when a certain response to a Question is selected, but we cannot currently add Party Info fields as parts of a contingent section.

  • Guest
  • Mar 30 2022
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