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Client Forms



  • Esther M. S. Gallieshaw, CEO, EdS, NCC, LPC, LAC, CFCM

    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

    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

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

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