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TheraNest Ideas Portal
419 VOTE
Status Will not implement
Categories Notes & Cases
Created by Guest
Created on Jul 23, 2015

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.
App Type TheraNest App
  • ADMIN RESPONSE
    Aug 23, 2024
    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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  • Guest
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    Jul 27, 2022
    And be sure I can upload them as intake forms!
  • Guest
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    Jul 27, 2022
    Why is there no Release of Information form? This is such a regularly used form.
  • Guest
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    Jun 22, 2022
    We have to have certain screening forms that are from the state, it would be helpful to use their forms instead of making pages upon pages of a form that we could've just uploaded.
  • Guest
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    Feb 23, 2022
    I would really like the ability to upload my own forms. It would make it so much easier for the clients, especially those that use telehealth.
  • Guest
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    Feb 22, 2022
    Import pdf editable form into dynamic forms and link the heading of the editable form with those already existing in TheraNest. Most intake forms are a combination of 1-3 columns of information. TheraNest only offers utilizing the 1 or 2 column format in creating forms.
  • Guest
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    Jan 21, 2022
    Hello, I would like to be able to upload my existing forms into the client portal to give them access to sign.
  • Guest
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    Oct 8, 2021
    Brilliant idea! Please help us make the paperwork easier!
  • Guest
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    Mar 12, 2021
    I want to be able to upload my own forms without having to create them inside of Theranest.
  • Guest
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    Feb 4, 2021
    Yes! This! It would be great if we could import a PDF into the custom forms and then populate fields for signatures and entries. I'm paying for an annual subscription to Docusign on top of Theranest as I cannot use my custom intake and consent forms (they are specially designed for my niche) and I feel like I am wasting money because of the limitations within Theranest for customizing forms.
  • Guest
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    Feb 3, 2021
    Yes, it would be great to be able to use the forms we have already instead of creating them
  • Guest
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    Dec 18, 2020
    The abiliity to upload editable/fillable pdf forms to client portal for patient to complete.
  • Guest
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    Dec 10, 2020
    It would be great if we could upload our own intake forms to the client portal instead of having to recreate it. That is the only reason I have not been using it.
  • Guest
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    Nov 17, 2020
    This feature has been requested of you as far back as 2014 based on the comments I can see here. PLEASE consider adding this. I am looking for a HIPAA compliant way to share fillable forms, mostly ROIs, for clients in this new world of telehealth. Prior to COVID, I just created my own forms that clients would fill out and return to me in person. I believe i can probably find a solution outside theranest but why should I have to?
  • Guest
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    Nov 16, 2020
    This would be amazing! It is the only reason I am not using the client portal.
  • Guest
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    Oct 20, 2020
    We currently have additional intake forms for children and teens we would like to add to Theranest. However, they are a little long and it would be nice to have the option to import a file directly into Theranest to be completed by the client/guardian online via the portal. I am requesting consideration to add this functionality.
  • Guest
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    Oct 11, 2020
    Please allow us to upload our own consent form. The form that is available is very limited and is not compatible to ours.
  • Guest
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    Sep 29, 2020
    I have all my own forms and it makes using the portal for patients basically pointless. It would be very helpful to be able to upload my own forms.
  • Guest
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    Jun 10, 2020
    I would like the ability to scan in my own intake packet and allow editing to where the client can fill everything out online. Now that we are all doing telehealth, I feel like so much is missing because I am currently only using the forms theranest provided, but would like to upload my own client intake packet. It seems like a time-consuming task to break that all down and create the form. Even if I could just attach them and the client would need to print them, that would be better. But I like the idea of having everything in one place.
  • Guest
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    May 18, 2020
    Yes please. I have handouts and worksheets that would be completed by the individual and they need to send back to me. I don't want to recreate these handsouts within TheraNest and have to put them under intake forms tab. They're not intake forms. And a lot of my clients don't have a computer, they use their cell phones...this means unable to (or lack skill/knowledge) to save the form on their phone and resend.
  • Guest
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    Apr 24, 2020
    Hello, I agree with all the other comments. I would like to upload my intake and informed consent documents from microsoft word to theranest. Ideally we could just copy and past the documents and simply add text boxes where clients can fill out information and e-sign. Recreating the forms within the system is very difficult and time consuming. I am aware that other systems, such as Simple Practice, makes this tool very simple. Especially during the time of COVID-19, it is extremely important to have this tool. Please consider this ASAP!
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