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 tab: Docs & Forms!

Within the Article:

Access Client Documents & Forms

Each client's profile has a documents & forms section. To access this, navigate to:

  • Clients (left menu)
  • Click on the client's name
  • Click the top tab Docs & Forms:

  • This will then bring you to the client's list of documents & forms

Under the client's Docs & Forms Tab, there are four 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. Mobile & desktop friendly! 

  • Use  to assign a client an online form.
  • Click on a completed form name to view the response.

Articles: Online Forms: Overview and Online Forms: Editing & Assigning


📃 Assigned Client Documents

Your Read-Only PDF's that can be viewed by a client. You can also request a single e-signature. Clients can view and sign these forms in the client portal. 

  • Use  for a "one off" send (like a specific treatment plan, for example)
  • Use  to pick from your already setup standard client documents.

Article: Standard Client Documents

📎 Documents on File

Store any documents here for this client - such as referral forms, letters you've sent. Documents marked clinical will not be viewable by staff with non-clinical status. Clients CANNOT view these documents in the client portal.

  • Use to start the process
  • Maximum file size: 10 MB
  • Filetypes: Document (PDF, DOC, DOCX, TXT) - Image (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 view it.
  • If you are a part of the comment thread, you can view the original message for context via
Article: Sending Messages

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