How to access client's completed information in the client portal

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Carl Bradford

• February 16, 2021 20:06

Simple Practice is new to me.

How do I access the completed forms of a prospective client that are in the client portal?

Thank you

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  Ruth

  • February 23, 2021 23:51

  Hi Carl, happy to help! Go to the client's file, navigate to the SHARED WITH CLIENT box to the bottom right and click "Show Completed." You can click on any form they've completed from this box! If they haven't completed and signed these documents, then they'll appear greyed out. Your client will want to log back into their Client Portal and navigate to the Documents tab to click and complete the sent forms. 

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