How to manually send a form to a client

If you have a client that did not complete their forms ahead of time, you have a few options:

Note: Intake forms are generally automatically sent to clients to avoid you having to send them manually. When a confirmation or reminder email is sent to clients, they will see a button that instructs them to Fill Out Forms.

Resend the reminder (recommended)

This will allow the client to use their phone to complete their forms. To resend the reminder:

1. Go to your Calendar
2. Open the appointment for which you would like to re-send the reminder
   
   
   
   
3. Click the Re-send reminder button
   
   
   
   

The reminder will contain a link to complete any forms are we have detected are due for their appointment.

If the client is a walk-in, all you have to do is add the appointment to your calendar and select that you'd like to send them a confirmation. The intake form will be included in the confirmation email.

Email forms to your client (alternative option 1)

1. Go to the Clients page
2. Find the client file of the client in question
   
   
   
   
3. Click the Forms tab in the client file
   
   
4. Click the green New Form button on the right of the screen
   
   
   
   
5. A new window will open, select the forms that you would like your client to fill out
6. Select Email Forms
   
   
   
   
7. Your client will receive an email where they can click on the Complete Forms button (within the email) to fill out their forms
   
   

Ask the client to complete the form on your tablet/computer (alternative option 2)

1. Go to the Clients page
2. Find the client file of the client in question
   
   
   
   
3. Click the Forms tab in the client file
   
   
4. Click the green New Form button on the right of the screen
   
   
   
   
5. A new window will open, select the forms that you would like your client to fill out
6. Select Fill out now
   
   
   
   
7. You will now have the option to select if you want to fill out the documentation or hand your device to the client and have them complete it.
   
   
8. If you select Practitioner, the intake form will open for you to complete and not be logged out of the system.
9. If you select Client, the intake form will open in a client-friendly view (you will also be logged out of your account so that the client cannot access other clients' personal health information)
10. Hand your device to the client and ask them to complete the intake form
    
    
    
    
11. Once the client has completed the form, your password is required to return to your ClinicSense dashboard

Ask the client to complete the form using pen/paper

Alternatively, you can create your own paper form and ask the client to complete the form using pen/paper. You can then enter the information into their client file when you get a chance.