Hello, I customized a ROI, and saved it as something a client could view when accessing the portal. My client was able to log in but there was nothing there. Is the help team able to look at my account to see if I missed something? Thanks.
Client cannot view forms that have already been completed. They can however view documents at any time in their Client Portal. If you have created a document version of the ROI and sent it to clients, they can view this, but if the ROI is still in the form of a form then they cannot. You can create a document by going to Settings > Client Portal > Shared Documents and Files > +Consent Document or +Downloadable File.
I'm not quite following your explanation. I customized the ROI form by adding my name. They have not completed it because they didn't see any forms in their portal. It sounds like you're saying I'm supposed to send it to them? I guess I thought they would be able to see the form in their profile and then fill it out so it's saved so I can see it. I don't see how I'm supposed to do that. Here is the page that shows I customized the form and below that a link for the clients profile. https://secure.simplepractice.com/practice_settings/client_portal/documents
If I can't follow this, am I able to set up a time to speak with someone? Thanks.
I can definitely clarify. You will need to send the ROI to the client for them to view it. Client's do not have access to viewing the documents and forms that you have created unless you manually send the form to them. To send the ROI, go to the client's Overview page > Share > select ROI. Once you have sent this to the client, they will receive an email notification and can log into their Client Portal to fill out the form which you will be notified of once it is completed.
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