How To: Check the Status of Document Requests

Once you  share documents with your clients through TherapyPortal, TherapyNotes will automatically update the status when the client reviews or signs the document. The status of documents shared with clients on the client portal is shown on both the client's Documents tab and Portal tab.

Role Required: Practice Administrator, Clinical Administrator, Clinician, Intern, Practice Scheduler, or Supervisor

To check the status of document requests:

  • Click Patients > Patient Name > Portal tab
  • In the Shared Documents on Portal table, refer to the Status column

  • The Status next to the Request Name reflects the status for the entire request. To view the Status for each document in the request, click on the arrow to the left of the corresponding Request Name

Whenever you receive an electronic signature or a completed document from your clients, an alert will appear in your To-Do list. For more information, read How To: Process Electronic Signatures and Paperwork From Clients.

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