Online Forms - Quick Start
This overview shows you how to access, create, and manage online forms. From auto-assign, marking as clinical, sharing a form with the group and more.
- Editing covers the form builder itself: templates, publishing, and each element type from e-signatures to therapist-only sections.
- Assigning & Completing covers manually assigning forms, what clients see, and how to unassign or delete one.
From releases of information to scoring forms, the sky is the limit with customization to your practice or individual needs. No extra software needed on the provider or client end, they just securely sign into their client portal.
Online forms let your clients complete and e-sign paperwork securely from the client portal, no printing required. These three guides will take you from the big picture to the fine print.
Overview & management The big picture. Where your forms live, how to create and manage them, and settings like auto-assign, clinical visibility, and sharing with your practice. Read the article → Editing A friendly tour of the form editor. Start from a template or build from scratch, and get to know every element from text fields to e-signatures. Read the article → Assigning & completing Assign forms to clients manually from their profile, see exactly what they see when completing one, and unassign or delete a form if plans change. Read the article →