Send Client Education to the Portal

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In order for a Form to be displayed as Client Education in the Document section of the Client Portal, it needs to be set up as Client Education and a Clinician needs to push the Form to the portal.

Set Up an Existing Form as Client Education for the Portal

1. Navigate to Form Builder: Main Menu > Admin Tools Menu > Form Builder.
2. Select an existing Form from the drop-down menu.
3. Click the Edit This Form button.
4. Select the Client Education checkbox.

1. Click the Update button.

Set Up a New Form as Client Education for the Portal

1. Navigate to Form Builder: Main Menu > Admin Tools Menu > Form Builder.
2. Click the Add New Form button.
3. Fill in the appropriate fields for the Form and select the Client Education checkbox.

1. Click the Add button.

Send Client Education to Portal

From Admissions/Clinical Forms

1. Navigate to the Form that will be sent to the portal: Main Menu > Admissions or Clinical Forms Menu > select Form type > select the radio button for the Form.
2. Click the Open Form button.
3. Fill in the appropriate fields for the Form.
4. Choose one of the two following options to send the Form to the portal:

• Save and Send to Patient Portal: In the Send Form to Patient Portal window, select a client login from the drop-down and click OK.

• E-Signature/Seal:
  1. In the E-Signature/Seal window, complete the appropriate fields and sign the Form by entering your password or selecting Use E-Signatures.
  2. Click Submit. A window is displayed confirming that the Form has been successfully Signed, Updated, and Sealed.
  3. Click Send to Patient Portal.
  4. Select a client login from the drop-down and click OK.

From the Document Center

1. Navigate to Document Center: Main Menu > Reports Menu > Document Center
2. Search for the client.
3. Choose the radio button for the appropriate Case #.
4. Click the Open Case button.
5. Choose the appropriate Form by selecting the corresponding radio button.
6. Click the Open Form button.
7. Choose one of the two following options to send the Form to the portal:

• Save and Send to Patient Portal: In the Send Form to Patient Portal window, select a client login from the drop-down and click OK.

• E-Signature: 
  1.  In the E-Signature window, sign the Form by entering your password or selecting Use E-Signatures. 
  2. Click Submit. A window is displayed confirming that the Form has been successfully Signed.
  3. Click Send to Patient Portal.
  4. Select a client login from the drop-down and click OK.