Collect Contact Information With the Client Contacts Form

By default, each practice's Library includes a Client Contacts Form which users can share with clients through TherapyPortal when document sharing is enabled. The Client Contacts Form is a fully-integrated online intake form, and your clients can enter information directly on TherapyPortal. Once completed, the information submitted on the form can be merged into the client's chart with just a few clicks.

Tip: Any user can preview this form in your practice's Library. To do so, click Library. In the table, click Client Contacts Form.
Role Required: Any

Share the Client Contacts Form with a client

  • Click Patients > Patient name > Portal tab
  • In the Portal Requests and Shared Documents on Portal 
    section, click the Share Documents button

  • The Share Documents on Portal dialog appears. With the Library Documents tab selected, begin typing Client Contacts Form in the Select Library Documents to Share field.
  • TherapyNotes will generate a list of possible matches as you type. Click on the form from this list to add it to the request.
  • Add other documents to the request if desired, and enter Instructions for your request.
  • Click the Send Document Request button.

Once your request is sent, your client will receive an email notification informing them there is paperwork that is ready for them to complete.

You can share the same form with a client as many times as needed. However, if you want to share the form with a client again before they have completed the initial request, you must first cancel the initial request before sending the form again. For more information on sharing documents with your clients, read Share Documents With Clients on TherapyPortal.

After your client has submitted their completed form, you'll receive a reminder on your To-Do list to Process portal responses. 

Process a completed form

  • Click To-Do > Process portal responses
  • Click the Needs Processing link to the right of the form in the Status column.
  • This opens a page that includes the information your client entered in the form on the left side of the page and editable fields that correspond with the Contacts section of their patient Info tab on the right side. To fill in their Contacts section with information that the client entered, click the arrow  next to the corresponding field or click the Merge All button at the bottom of the form to use all of the information the patient entered. You can undo merged information by clicking the undo icon  next to the field that you merged.
  • Enter or merge any changes into the form on the right as necessary and click the Save Patient Info button. Or, click the Mark as Processed button if you would not like to save any changes to patient information

By saving any changes made to Contacts in this process, the Contacts section of the client's Patient Info tab is updated automatically.

Still need help? Contact Us Contact Us