Path: Main Menu > Admin Tools Menu > System Setup (Supplemental) > Web Link Configuration
About
As opposed to having NextStep create and manage your Web Links, administrators have the ability to configure their Agency's Web Links. Web Links allow clients to complete forms without having to be present at your Agency and are independent of the Client Portal. The Web Links Configuration feature allows you to create one link for a bundle of forms. When clients complete these forms, they are found in the Clinical Forms Menu > Weblink Inbox - Attach Forms within NSS. To link the completed form to the client, follow the Weblink Inbox - Attach Forms section on the Forms QRG.
Table of Contents
Add New Web Link Collection
- Navigate to Web Links following the path above.
- Click the New Web Link Group
button. A new entry line is created. - In the Group Name column, type the name of the Web Link collection.
- In the Redirect URL column, type the redirect URL.
- Click the Save Changes button.
button. A new entry line is created.Note: To copy the URL for the Web Link collection, click the Copy URL |
button. The External Wizard Link window is displayed with details on how to copy the link.Add Forms to a Web Link Collection
- Navigate to Web Links: Main Menu > Admin Tools Menu > System Setup (Supplemental) > Web Link Configuration.
- Click the + sign next to the Web Link collection you'd like to add Forms to.
- Click the New Web Link Form button.
- Make a selection from the Form drop-down.
- Click the Save Changes button.
Note: Click the blue Up and Down arrows to change the sequence of when the Forms will be filled out by a client. |
Remove a Web Link Collection
- Navigate to Web Links: Main Menu > Admin Tools Menu > System Setup (Supplemental) > Web Link Configuration.
- Click the Delete button next to the Web Link Collection you would like to delete.
- Click the Save Changes button.
Note: If you clicked the Delete button in error, simply click the Recover button to restore the Web Link Collection. The deletion of a Web Link group automatically deletes the individual Forms in that group. |
Remove a Form from a Web Link Collection
- Navigate to Web Links: Main Menu > Admin Tools Menu > System Setup (Supplemental) > Web Link Configuration.
- Click the + sign next to the Web Link collection you'd like to remove Forms from.
- Click the Delete button next to the Form(s) to remove.
- Click the Save Changes button.
Note: If you clicked the Delete button in error, simply click the Recover button to restore the Web Link Collection. |