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Status Completed
Categories Intake Forms
Created by Guest
Created on Jul 29, 2016

RELATED IDEAS

Resend Intake Forms multiple times throughout treatment

We need to resend our long term clients the intake forms again more than 6 month in service. As we know, by law, clients have to sign or update the intake forms again after 6 month. Sometimes we add a new service next to our counseling sessions, so we would like to be able to send another contract or new forms to sign via our client portal.
App Type TheraNest Client Portal
  • ADMIN RESPONSE
    Aug 23, 2024
    We have released a new feature to allow admin users to resend intake and client forms throughout treatment. From the client's General Documents tab, you can share new forms and manage already-shared forms. New shared forms are accessible by your clients through the Client Portal (in the "Forms" menu option).
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  • Guest
    Reply
    |     Jun 6, 2018
    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.
  • Guest
    Reply
    |     May 24, 2018
    It is such a problem that you can't send another intake form once the initial ones are sent
  • Guest
    Reply
    |     May 8, 2018
    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.
  • Guest
    Reply
    |     Apr 25, 2018
    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.
  • Guest
    Reply
    |     Apr 12, 2018
    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.
  • Guest
    Reply
    |     Mar 31, 2018
    As long as the old intakes don't get deleted or "replace" so-to-say.
  • Guest
    Reply
    |     Mar 14, 2018
    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.
  • Guest
    Reply
    |     Feb 15, 2018
    The work-around sounds much more complicated than just being able to send additional forms through the portal! This would be EXTREMELY helpful.
  • Guest
    Reply
    |     Sep 15, 2017
    There is already a request for this "Allow custom forms be sent throughout client treatment" so with two requests it is dividing up the votes. I already voted for the first one so if all those who voted here would also vote on the other request it would move it to the front of the list.
  • Guest
    Reply
    |     Sep 1, 2017
    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.
  • Guest
    Reply
    |     Aug 31, 2017
    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.
  • Guest
    Reply
    |     Aug 22, 2017
    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.
  • Guest
    Reply
    |     Aug 15, 2017
    This would be tremendously helpful for reviewing goals/treatment plans and having them integrated into the system!
  • Guest
    Reply
    |     Aug 15, 2017
    I completely agree with this! I have no more votes left so I hope this comment makes this idea happen!
  • Guest
    Reply
    |     Aug 10, 2017
    Yes I totally agree as well.
  • Guest
    Reply
    |     Aug 10, 2017
    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.
  • Guest
    Reply
    |     May 21, 2017
    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.
  • Guest
    Reply
    |     May 10, 2017
    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.
  • Guest
    Reply
    |     May 1, 2017
    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
  • Guest
    Reply
    |     Apr 13, 2017
    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.
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