Send forms ahead of time so the first session is about the client, not paperwork. Completed forms attach straight to the client record.
Assign a form
- 1Open a client record and choose Send form.
- 2Pick from the template library or one of your custom forms.
- 3Set a due date and whether it's required before booking.
- 4The client completes and e-signs it from their portal or a secure link.
Build your own
- Start from a template — intake, informed consent, telehealth consent, PHQ-9, GAD-7 — and edit freely.
- Add short answer, multiple choice, scales, and signature fields.
- Reuse forms across clients, and require re-signing on a schedule when needed.
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