sending duplicate forms

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Ingrid Manfredo

• April 14, 2020 17:45

I have created a Release of Information form under Questionnaires in my Forms.  If I need more than one of these completed by client how can I send the form multiple times?  It only allows me to send one.

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  Olivia Posner

  • April 14, 2020 20:17

  I'm having the same issue! Hoping for help.

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  Ingrid Manfredo

  • April 15, 2020 15:24

  I figured out that I can send the same form only after the client completes the first one sent.  Is there any way to change this?

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  Gillian

  • April 15, 2020 18:13

  Hi everyone, happy to help. You can duplicate a form under My Account > Settings > Notes and Forms by clicking the "Copy" button. This way, you can create multiple ROIs and send them all at once to a client without needing to wait for the client to complete their first ROI.

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  BERIT HEYER-BOYD

  • January 30, 2021 04:14

  How do I duplicate Informed Consent form, Notices of Privacy Practices, Consent for Telehealth, Practice Policies? I did not see these forms are not in the "Notes and Forms" section to copy. 

   

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  Gillian

  • February 02, 2021 19:45

  Hi Berit, you can find your read-and-sign Consent Forms under Settings > Client Portal > Shared Documents and Files. Hope that helps!

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  Shara Kaszovitz

  • February 13, 2023 19:45

  There has got to be a better way to do this. I send out a PCL-5, PHQ-9, and GAD-7 every other week to all of my clients. So, I'm supposed to create at least 24 copies of each form this way? Am I missing something here?

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  Shara Kaszovitz

  • February 13, 2023 19:45

  There has got to be a better way to do this. I send out a PCL-5, PHQ-9, and GAD-7 every other week to all of my clients. So, I'm supposed to create at least 24 copies of each form this way? Am I missing something here?

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