Resending intake paperwork

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Janet Mueller

• January 24, 2021 21:57

How can I resend intake paperwork quickly if the client doesn't receive it? This has happened twice and I don't find out until the day before or day of the appointment.  I have little time to prepare for an intake.  I've resorted to emailing my old intake packet from pre-SP.

Secondly, I've had issues entering a minor as a client after having seen the parent as a client.  When I try and enter the parent's cell number and email as the guardian, the system will not allow it and tells me the info already belongs to XXXXXX.  (I have special trauma training and practice in a very small town with few clinician choices.  Hence the occasional need to see family members.)

Thank you! 

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  Ruth

  • January 28, 2021 22:43
  • Edited

  Hi Janet, instead of resending the forms, you can send your client a Secure Message by hitting the message icon, located in the top right corner of their account. Any forms you've already sent the client will appear when they login to your Client Portal, under the Documents tab to the top right. Sending a Secure Message will send your clients an email notification within 15 minutes with a login link to view the message. If the login link expires, your client will be prompted to enter their email address on your Client Portal page to generate a new login link on their own. In the Secure Message, you can include this guide on How to Login to the Client Portal. 

  As for your second question, create the minor client and don't add an email address or phone number for them. Instead, go to their client file > Edit > Contacts > Add Contact, use the search bar to find their parent's name and select it. Then enable Client Portal access for the parent Contact by hitting Manage > Client Portal & Billing. Here's more on our Enhanced Client Management for Minors feature. 

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