Transcript: The patient portal supports fillable forms so clients can type directly in the form on their device without having to download and upload any files. You can share fillable forms to patient portals in two places:
The first is the Admin Panel. Click the Portal tab. In the fillable forms dropdown, select the fillable form you would like to share to ALL patients. Click ‘Share to Portal” and “yes”. If you would like to remove this form from ALL patient portals, click “Remove from Portal.” If you would like to remove this form from just a few patient portals, go to the client in the client list and click the portal folder. Click “Remove from portal.” Here you can also share a fillable form with just one individual patient at a time. Select the fillable form from the form dropdown. Click “Share to Portal” and “Yes”.
The fillable forms will appear in the patient’s portal in the clinic forms module. Newly shared forms will automatically appear in the Incomplete forms list. To fill out, patients will click start and fill out the fields. They can click save and finish later if they want to resume filling out later. To resume, they’ll click edit. Once they’re done, they’ll click “add signature” to draw in their signature and type their name and relationship to client. Then they’ll click “Submit.” Once submitted, the form will appear in the completed forms list in the portal as well as the portal folder in the client list. The patient and therapists can view the form as a pdf by clicking view.
If a client ever fills out a form incorrectly, you can always reshare it to them by following the same steps listed at the beginning of this video. If you need to reshare a form every year to all clients for example, you can always just reshare the form from the Admin Panel.
Patient information where clients can fill out or update the fields on the edit info page in the client list. If they move or change insurances, they can log into their portal and add this information here. When they click “Save” the edit info page in the client list will automatically be updated.
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