Documents & Forms Overview
This tutorial will assist clients in accessing, viewing, signing and sharing documents and forms within the client portal.
When logging into the client portal, the main toolbar starts with the Documents & Forms tab on the left.
Consent Forms:
The first section under the Documents & Forms tab is Consent Forms. Here, any consent documents shared by your practitioner will be available for your review and signature acknowledgment.
Intake Forms:
Although the header of this section is labeled Forms, it includes documents shared as part of the intake process, such as the Credit Card Authorization form, Release of Information, Intake Interview, and more.
Note: The Forms in this section will also include any Assessments which were cloned as Intake Forms.
Shared Documents:
In the Shared Documents section, you’ll find any assessments that have been shared with you. Each assessment will include a label showing its current status, such as whether it’s completed or still needs your attention.
- Draft: Indicates the Assessment is pending completion.
- Current: Indicates a completed and active Assessment.
- Past: References a completed and stored Assessment and there is a current one on file.
Note: An exclamation point on any Assessment indicates that it has been activated on the practitioner's side and is pending the client's signature acknowledgement.
My Uploads:
The Uploads section allows you to share documents or files with your practitioner. It’s especially useful for uploading homework assignments, photos, or artwork. You can also edit or remove any files you’ve shared by clicking the “…” menu next to the upload.
