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:
Access Client Documents & Forms
To access this, navigate to:
- (left menu)
- Click on the client name
- Click Docs & Forms (top right tab)
movie Interactive Video:
Here we list all the clients documents & forms:
Docs & Forms Tab: Sections
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 to assign a client a new online form
- Click on a completed form name to view the response
- Click (far right) to permanently delete any online form (even completed ones)
Articles:
Assigned Client Documents
Your (read only) PDF Forms that can be viewed & e-signed by a client. Clients can view and sign these forms in the client portal.
- Use for a "one off" send (ex: a specific treatment plan)
- Use to pick from one of your already uploaded standard client documents
- Options for each document:
- Use to hide the document from the client's portal view
- This usage is also logged. Review our reporting article here
- Use if the form hasn't been completed to remove it from the client's list of forms
- Use 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 to start the process.
- To edit properties like the document name and clinical content status, click
- To delete, click
File Upload Details:
- Maximum files: UNLIMITED
- Maximum file size: 10 MB
- Filetypes Allowed:
- Documents: PDF, DOC, DOCX, TXT
- Images: JPG, PNG, BMP, GIF
Attachments from Messages
New This section has been moved to the Messages tab of the client profile. To access, click the top tab Messages or click the link within this section.
Related Articles:
- Client Profile : Messages
- Sending Messages (general)
Why were message attachments moved out of the client docs & forms?
This change is designed to help clarify what is included in the formal client clinical record. Under HIPAA, the designated record set includes documents that are used to make clinical decisions about a client. Files intentionally uploaded to the Docs & Forms sections fall under that definition by default. Message attachments, however, can vary widely in purpose; some are clinically relevant, while others are simply for communication or administrative use (e.g., reference images, insurance cards, scheduling documents). Because of that, message attachments are not automatically considered part of the clinical record.
By displaying message attachments within the Messages tab portion instead of alongside clinical documents, the system helps providers clearly distinguish between communication materials and documents that should be part of the client's official record. If a message attachment should be part of the clinical record, providers can upload that file to the Documents on File section so it is included in the official designated record set and retained accordingly.
This separation supports cleaner charting, more accurate record releases, and ensures providers remain in control of what is and is not part of the client's official clinical documentation.