Intake form that I can fill out
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I work with survivors of domestic violence, sexual assault and other trauma survivors. I don't want to just send them the intake form for them to fill out. Instead, I prefer to sit with client (including when using telehealth) and ask them the questions and fill in as they tell their story. I don't see a way where I can complete the intake -- It appears the only way to get an intake form into a clients file is to send it to them in the portal and have them fill it out - which I don't want to do.
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Hi Tina, some customers have clients sign into their Client Portal on the clinician's device during the session. Others change the template type from Intake Form to Assessment in Settings > Notes & Forms. Click on the Standard Intake Questionnaire form in question, use the dropdown menu at the top to change the template type to Assessment. Next, go to your client's Overview page > New > Assessment and use the dropdown menu to select Standard Intake Questionnaire as the Assessment Template to fill it out on behalf of your client. If you fill out an Assessment for your client, they won't be able to add their electronic signature to the form, but you can print it out and have your client sign it by hand, then scan it back into their client file as an Uploaded Document. Click the Upload button to the top right to reupload the signed form. Let me know if you have any other questions!
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