Client Profile: Docs & Forms

Generating, assigning and sending documents & forms to your client is readily accessible through the Docs & Forms top tab, within the client's profile screen.

Within the Article:

Assigned Client Documents
Send a Form or Document
Documents on File
Biographical Information Forms


Assigned Client Documents

Viewing and assigning a form or document to a client is accessed within this section. To create assigned documentation, navigate to the 'Assigned Client Documents' section and click . Forms and documents already created will appear, allowing the user to define 'Yes' or 'No' and Assign Selected to the client.

**NOTE: If the client sees more than one provider 'Assign Documents' will have a drop-down, offering to select the provider, on whose behalf you're assigning a document.


Send a Form or Document

Need to send a form or document to the client? Within the client profile screen, navigate to the 'Assigned Client Documents' section and click . The next view brings up a pop-up screen to Add Attachment(s). 

  • 'Simple' is just what it suggests, simply choose the from your local computer
  • 'Existing PDF Form' is similar to assigning a document and will offer already created documents and forms to appear for selection
  • 'New PDF Form' allows the user to select files from the local computer and set a few extra parameters, such as requiring viewing and/or a signature

After selecting the attachment(s) and clicking Done, the next screen is for a 'New Message'. The New Message option includes buttons for 'Add All Front Office Staff' or 'Add All Therapists'. Additional message sections include a subject line, a text box, and adding an attachment.


Documents on File

Within the client profile screen, navigate to the 'Documents on File' section and click . Choose the file or files to upload, from your local computer. Drag and drop files as well.


Biographical Information Forms

This section houses client biographical information forms. Completed biographical forms will appear within this section. For available biographical form templates, read Form Templates. Learn more here about activating the option for a client to complete your created biographical information, from within the portal.

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