How To: Create a PDF Form
Your client portal allows you to electronically share documents with your clients to facilitate a paperless intake. While integrated forms are on the way in the future, you can currently share PDF forms with your clients for them to complete and send back to you.
Creating a PDF form requires a third-party program such as Adobe Acrobat Pro or PDFescape. PDFescape is a free online tool that can convert a static PDF file into a fillable PDF form. You can use this app to create electronic forms from your standard intake documentation.
To create a PDF form with PDFescape:
- Visit https://www.pdfescape.com/open/
- Click Upload PDF to PDFescape
- In the Upload File dialog that appears, click Choose File to select the PDF file you want to convert
- Click on the Form Field tool to draw fields for clients to complete throughout the document
- Click the Save & Download PDF icon
Once finished, upload your completed PDF form to your TherapyNotes Library. Be sure to make the document eligible for sharing through the client portal and set the Requirements to Upload.
Once added to your Library, you can share the form with your clients through TherapyPortal. Your client will receive an email notification informing them that there are documents ready for them to complete. Because the PDF form is not fillable directly through the client's browser, your client must download the form from TherapyPortal to their desktop, complete it, and upload it to send back to you. Your practice will receive a notification on the To-Do list once there are documents ready to be reviewed.