Client Profile: Docs & Forms

Need to assign a form to a client, or upload various paperwork or images to a client's file? No problem!

Assign, upload, and send documents & forms to your client through their client profile under the Docs & Forms tab.

Within the Article:

• Access Client Documents & Forms
• Docs & Forms Sections:
  • Online Forms
  • Assigned Client Documents
  • Documents on File
  • Attachments from Messages

Access Client Documents & Forms

Each client's profile has a documents & forms section.

To access this, navigate to:

Here we list all the clients documents & forms:

Docs & Forms Tab: Sections

• Online Forms
• Assigned Client Documents
• Documents on File
• Attachments from Messages

Online Forms

Use our 100% flexible and customizable forms you created - or use and edit a form from our template library. Clients can view, complete, and sign these forms in the client portal.

• Use + Assign to assign a client a new online form
• Click on a completed form name to view the response
• Click Delete (far right) to permanently delete any online form (even completed ones)

Assigned Client Documents

Your read-only PDF's that can be viewed & e-signed by a client. Clients can view and sign these forms in the client portal.

• Use outgoing_mail for a "one off" send (ex: a specific treatment plan)
• Review our article here about that
• Use + Assign to pick from one of your already uploaded standard client documents
• Options for each document:
• Use Revoke Client Access to hide the document from the client's portal view
• This usage is also logged. Review our reporting article here
• Use Unassign if the form hasn't been completed to remove it from the client's list of forms
• Use Delete to permanently delete a form, completed or not

Documents on File

Store any documents or documentation here for this client. Documents marked clinical will not be viewable by non-clinical staff.

• Use + Add to start the process.
• To edit properties like the document name and clinical content status, click Edit
• To delete, click Delete

File Upload Details:

• Maximum file size: 10 MB
• Filetypes Allowed: 
  • Documents: PDF, DOC, DOCX, TXT
  • Images: JPG, PNG, BMP, GIF

Attachments from Messages

Any attachments sent to or from the client via the portal messaging system (including by you or other staff) will be included here.

These are visible to the client in the portal via the original message attachment.

• Click on the attachment name to open it in a new tab to view
• Issues with pop ups? Check out our article here for a fix
• If you are a part of the comment thread, click View Message to bring you to the message thread
• To delete the message attachment, click Delete