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 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 Portal Requests and Shared Documents table, refer to the Status column.

Or:

  • Click Patients > Patient name > Documents tab
  • In the Notes and Documents for this Patient table, refer to the Status column.

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 Process Electronic Signatures and Paperwork From Clients.

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