Checking the Status of Shared Consents, Intake Forms and Assessments
To check the status of various documents, go to Forms & Documents > Documents. From there, select the tab corresponding to the type of form you want to check the status of.
The screen will display:
- Client
- Name - Name of the form
- Shared At - the time the form was shared
- Completed At - The time the form was completed (if completed)
- Status - the status of the form
- Next Appointment - the date of the client's next scheduled appointment
Statuses
The statuses on the form can be of:
Complete - The client has completed the form
Incomplete - The client has not completed the form
Pending Countersignature - The clinician still needs to sign this form
Countersigned - The clinician has countersigned the form
Filters
Clicking the Filter button will bring up a panel of filters.
Client Status - Filter by Active or Inactive clients (default is only active clients)
Status - Allows you to filter the documents by status
Form Type - Allows you to filter according to a specific form type
Date Range - Allows you to filter by a date range
Rendering Provider - Allows you to filter according to a specific provider
All - Show all forms
Filters can be combined to narrow or expand results. All filters except Form Type are persisted across tabs.
Note: Forms can be downloaded as PDF by clicking the '...' menu to the right of the form and selecting Download.
Reminding clients of incomplete paperwork
Click the '...' menu at the far right side of a document and select Send Reminder.
A popup will show all incomplete forms for this client. You can modify the list of documents to include by checking and unchecking individual documents before sending the reminder. The email text can also be customized before sending it out.
[[Documents List]] is a placeholder for inserting all of the selected documents' names, each on a new line. [[Link to Portal]] is a placeholder for the actual link the client can use to get to the portal. We recommend keeping these placeholders intact.
Once sent, you can verify the time and date that the reminder was sent by hovering over the status icon.
Clients will receive an email with a list of the documents, the message, and a button to click to go to the client portal.
