Occasionally I need to update paperwork, either due to time requirements, or due to changes. I would like to be able to send the updated paperwork to clients via the portal, and have them e-sign the documents.

It is such a problem that you can't send another intake form once the initial ones are sent

Just to be able to electronically send intake paperwork a second time when there are updates or a case is being re-openeded without having to upload documents, have the client print them, and scan them back into the system.

Currently, custom forms are only shareable within the Client Portal. Access is available to all clients. It would be helpful if a therapists could create a custom link that can be shared with clients via email. Or, allow therapists to select forms to share via Client portal.

It would be a nice feature if you were able to send intake paperwork forms more than once incase a client returns after a long time away. Also, to be able to send the paperwork to both parents of a child.

As long as the old intakes don't get deleted or "replace" so-to-say.

Yes, I completely agree! We discuss this in our office often; do we then have them file out hard copies and upload them all? That's too much work and paper for trying to be as paper free as possible.

The work-around sounds much more complicated than just being able to send additional forms through the portal!
This would be EXTREMELY helpful.

Hello, we see students during different times of their educational careers. Consequently, we need updated intake forms for each case with a student. We are requesting that intake forms can have multiple submissions per client.

I agree this would be very helpful and a good way for them to add feedback and sign off on treatment plans after they are discussed in session.

It would be very helpful if there were a space were we would be able to add forms to be filled out by the client in the client portal. Also need to be able to send a request for an electronic signature for a release of information or treatment plan to be electronically signed on the portal.

This would be tremendously helpful for reviewing goals/treatment plans and having them integrated into the system!

I completely agree with this! I have no more votes left so I hope this comment makes this idea happen!

Yes I totally agree as well.

I had no idea this was not possible. The biggest selling point for me is the ability to have client complete assessments throughout therapy, etc.

Here's my work around - I created a custom form in the client's file. Then I fill out the electronic form with the parent present and they electronically sign the form. I download a copy and send it to them through the client messaging system.

I agree. This is very much needed. For instance, I may need to send another ROI at various times in treatment. Also, what if one form is appropriate for one patient versus another (i.e.: adolescent vs adult consent to treatment forms)? The ability to send various forms to various patients in this secure way is needed.

We need to be able to document outcomes therefore important clinically and for objective data to be able to design or use public domain forms and send at any point in treatment - now can only do at intake

Yes, I agree. We would definitely need this feature if we start a new case for a client. It would be helpful to be able to choose which forms are mandatory and which are optional on a per-client basis.

It would be helpful if we could send clients customized forms throughout treatment, such as a Release of Information. Currently, we cannot send anything through the portal once the Intake forms have already been sent. This makes the portal useless after intake.