Allow staff with "Therapist" permissions to Share New Form(s)
Allow staff with "Therapist" permissions to "Share New Form(s)" under the General Documents tab so that they can request clients to complete screening tools (e.g., PHQ-9, GAD-7, custom forms) as needed instead of needing to contact someone with administrative permissions. to share a new form.
App Type
Provider App
ADMIN RESPONSE
Aug 23, 2024
Mark the box under default permissions and your therapists will be able to invite to the client portal in addition to sending new forms!
