Client Forms

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Kyle Bridgman

• February 19, 2021 22:22

I know I can share files with clients such as assessments, consent forms, and uploaded documents but is there any way to simply send a word doc or pdf such as a summary I've typed up for a client for them to review instead of having to email it? It would be nice to have an easy way to simply attach a temporary or one time document through the secured portal.

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  Esther M. Gallieshaw

  • March 04, 2021 17:10

  You can click "upload new", while in the client's chart, if the document is just for one particular client. If the document can be used for other clients, you can "upload new" in the client portal documents.

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  Nancy Jo Johnson

  • April 29, 2021 23:55

  How do I add a form from notes and forms to client portal?

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  Admin to the Estate of Jarrod Decter Psy D Deborah E Burdette

  • July 02, 2021 17:38

  I need to send existing clients assessment/test documents.  How do I do that

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