It would be wonderful if there was an ability to split documents within the intake completed through the portal. This could give the ability to actually have multiple forms signed... for example - an informed consent with a signature and then a authorization for release form that is signed separately. Plus if they were separated you would have to scroll through all the "consents" to find the clinical intake that is specific to initial assessment and clients clinical needs.
After a client submits forms on client portal. They are all downloaded into a "packet" onto their general documents section of the client account. They are not downloaded by each form but rather all together in the packet. Some documents are clinical in nature and should not be attached to the forms more administrative in nature. We have administrative staff whom we need to protect from viewing clinical documents.
We have clients sign ROI for other providers. It would be helpful to be able to send specific documents to those providers.
This is made particularly cumbersome by the fact that the EHR combines all signed documents sent in a packet together into one pdf. It makes more sense to send them all back to the file as individual documents so I can select which ones I want to send.
When I am sending intake forms, or even forms after intake, I am usually sending out multiple forms. The forms then come back in one big pdf. It would be very helpful if they came back as separate individual forms. There are things like releases for information in there. To email, or use efax, I have to resave a select portion of the forms I want to send first, it's a lot of extra steps.
I agree! We have 10+ custom forms and it is very tedious to go in and rename all of these forms again once completed by the client. Please change this feature!
allow forms to save in general documentation as INDIVIDUAL pieces, not combined all into ONE form - spending exuberant time in pulling documentation OUT of the ONE form.
When a client completes multiple forms sent to them for intake, the final forms are all lumped into one single PDF document. This creates a great deal of difficulty with easily finding the separate documents at a later date. It would be much more helpful to have the documents save as separate PDFs for individual file naming and retrieval. With the way the system works now, I have to send each intake document separately through the client portal to achieve this. Clients are then bombarded with lots of emails notifying them of documents waiting, as well as difficulty understanding how many forms are waiting to be completed.
When forms get saved to a client's General Documents, have the name match the form name. Right now it just displays as "SharedForm_[Date]" which makes it harder to locate the correct form.
