Upload existing documents to create dynamic forms
I have all my own forms for my clients already made into word documents and PDFs. Allow me to upload these into TheraNest and use them as dynamic forms so that I don't have to recreate them.
Unfortunately the technology currently available to support this requested functionality is not advanced enough to allow this type of import to work effectively given the needs of our customers.
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Tod Ricker commented
It would be amazing to be able to produce a Word document and drag and drop it into custom forms and have it look the same as it went in. The current process is horrible.
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David Sims Jr commented
Allowing fillable PDFs to be used as custom forms will allow practices to push truly customized (content, formatting, legal information, etc.) to clients and afford them opportunity to both use existing documents (as opposed to potentially spending hours creating duplicates in the system) and leverage Adobe's built in electronic signature functionality (e.g. compatibility with signature capture devices).
A submit button could automatically create a new portal message and attach said forms.
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Tinita Kearney commented
this is a MUST, the current process is NOT working for me!
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Brian Troyer commented
It would be extremely redundant to have to use the custom form creation tool in TheraNest, and on top of that, I cannot include logos, footers, other other formatting pieces that I included in my own paperwork. Allowing therapists to upload custom forms for clients to download would make this MUCH easier.
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Beth Ratchford commented
I'd like the ability for clients to send intake forms via the portal, but I don't want to have to recreated my forms. I don't see any way to upload my forms to the portal.
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Alex commented
I see this was suggested over 2 years ago, I'm guessing there isn't much movement on this front?
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Tammy Hutcheson commented
I would like an upload button in the intake section to place my own intakes for children as well as adults and also my service agreement plan without having to retype it. I don't find to make your own forms helpful for what I need.
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Anonymous commented
Be able to upload office documents into custom forms.
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Grace Rawlins commented
Yes please this would be wonderful. I love the ability to create them on here but it is time consuming and I would like to be able to scan in documents that we have created with adobe. It would be nice to be able to send these forms using client portal.
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Shelley Aki commented
Instead of creating intake forms again, any way we could cut and paste them directly from word or as a pdf.
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Cynthia Crowson commented
Totally agree....the other EMR I had considered allowed this and could even accept the with my logo on them.
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liz commented
be able to upload forms
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Sheralyn Shockey-Pope commented
Allow adding PDF to the Intake process. Building forms take a long time so allowing me to add forms via PDF would work better.
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Test Clinician Austin commented
We like to use our own intake forms, consent forms, and client handout, but would also like to have it in the client's chart.
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Anna Grinshpun commented
Rather than the only option being to create a form from scratch on theranest, it would be nice if we were able to upload any additional forms that would be available for clients to fill out along with the 3 forms that are already there. I don't find the form creator on theranest to be very user friendly.
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Anonymous commented
our company already has several forms that we use. We would like to be able to upload them rather than develope all new forms.
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Laura commented
Yes, please! I have a very specific form that I need to use for one of my contracts. I would love to have it uploaded in a way that I can use it in this program!
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Lauro Guzman commented
It would be nice to have the ability to scan and upload our own, pre-created, custom forms.
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Jennifer Jones commented
upload forms available under custom forms instead of having to upload under each client