Online Forms: Assigning & Completing
Online Forms allow clients to complete forms you've created: either from scratch or customized from one of our free templates.
Read on for more information about how to assign or unassign online forms, as well as how clients complete forms and client email notifications.
In this Article:
- Assigning Online Forms
- Client View: Completing an Online Form
- Client Email Notification
- Un-Assign or Delete an Assigned Online Form
Assigning an Online Form
To manually assign a client an online form, follow the steps below:
- Clients (left menu)
- Click on their name
- Click Docs & Forms (top right tab)
- Find the top section Online Forms
- Click (top right of section)
- Then, check off the forms to assign and click
movie Video:
Client View: Completing an Online Form
Once assigned a form, clients can then complete it.
To complete a form, clients first need to sign in with either option below:
1. Use Email Notification
Clients can use the link from the email sent to sign in and access the online form. Click here for those steps.
2. Sign in at the Main Login Page:
Clients can sign in at the main page here: language https://portal.therapyappointment.com
If they don't have an account yet, staff can send an invite to set one up. Article to look up client usernames.
Once logged in either way:
- Navigate to My Docs & Forms (left menu)
- Click on the listed form name and complete it:
- When finished, clients can click (bottom center)
Email Notification
When online forms are assigned to a client, they automatically get notified with a system email.
- Clients click the button, sign in, and click on the new form
- Example Email:
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/5dc5afc004286364bc9187a9/images/663a95ee1bee2d183948cbcd/file-qjG0L3e3ga.png)
Un-Assign or Delete an Assigned Online Form
You can delete any form that has not already been completed by the client.
To do so, go to:
- Clients (left menu)
- Click on their name
- Click Docs & Forms (top tab)
- To the right of the form name, click