Can a client or caregiver finish their onboarding link later?

Onboarding links save answers as people go and reopen where they stopped. The office sees who is part way through on Patients and Caregivers, and can finish or cancel it.

Quick answer1 min readUpdated for AveeCare
Short answer

Yes. Client and caregiver onboarding links save each answer as the person goes, so reopening the same link picks up where they stopped. Email me a link to finish later sends them the link so they can switch devices. In the office, Patients and Caregivers show a folded row of people part way through onboarding, with where each one stopped. Open it to View answers, Finish in office, or Cancel onboarding, which clears their saved answers and stops the link from opening them. Signatures and Social Security numbers are never saved before the person submits.

Step by step

  1. Send the onboarding link as usual.
  2. The person fills in what they can; each answer saves as they go.
  3. They reopen the same link, or use Email me a link to finish later, to continue.
  4. In the office, open the part way through onboarding row on Patients or Caregivers to follow up, finish or cancel.

Good to know

  • Choose how long unfinished answers are kept with Keep their answers for.
  • Reminders for unfinished onboarding are optional and off by default.

Keep going

How do I send disclosures and forms to someone I added by hand?

Choose Send paperwork after adding a client or caregiver by hand. They get one email with a link per item, and the Forms page shows what is still waiting for a signature.

Written by
Calvin Nesvig
Founding Partner, AveeCare

Builds AveeCare full-time. The AveeCare Help Center is written and maintained by the team that builds the product, so the steps in every article come from the same people who ship the features.

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