The Client Feedback Form helps clinicians understand how clients perceive their therapy experience and provides context for conversations about the therapeutic relationship and relational wellness. Clients respond to six questions, rating their experience on a scale from Strongly Agree to Strongly Disagree, that are scored across Session Satisfaction and Relational Wellness.
Each completed form is associated with a specific appointment, helping clinicians understand which session the client is providing feedback about. The form can be administered by a clinician or completed independently by the client through TherapyPortal™ and is available in English and Spanish.
Results can be reviewed from the patient's Documents tab, printed, or downloaded as a PDF.
Send the Client Feedback Form to a Client
You can send the Client Feedback Form to a client in two ways: from the Outcome Measures tab in the Library or from the client’s Portal tab. Additionally, you can set the Client Feedback Form to be Always Available on the TherapyPortal for your clients to complete the form anytime they have an eligible appointment that has not yet been rated.
- Click Library > Outcome Measures tab.
- Click on Client Feedback Form from the Outcome Measure list.
- Click Share on Portal.
- Type in your client’s name.
- Enter any instructions you’d like your client to consider when completing the form.
- Click Send Document Request.
You can also send the Client Feedback Form in the patient view:
- Click Patients > Patient Name > Portal tab > Share Documents button.
- The Share Documents on Portal dialog will appear. In the dropdown menu, select Outcome Measures.
- Type in or select Client Feedback Form to send to your client.
- Enter any instructions you’d like your client to consider when completing the form.
- Click Send Document Request.
When the Client Completes the Form
When completing the Client Feedback Form through TherapyPortal, the client selects the appointment they're providing feedback about from a dropdown containing up to their three most recent appointments within the last 30 days.
An appointment can only be rated once. After feedback has been submitted for an appointment, that appointment will no longer be available to select for another Client Feedback Form.
Reviewing a Completed Client Feedback Form from TherapyPortal
You can view a completed Client Feedback Form from the client’s Documents tab or your To-Do List under Process Portal Responses. Click Client Feedback Form to review and process the submission.
Administer the Client Feedback Form as a Clinician
Clinicians can also administer the Client Feedback Form during a session in one of two ways: from the Outcome Measures tab in the Library or from the client’s Documents tab.
- Click Library > Outcome Measures Tab
- Click on Client Feedback Form in the Library.
- Click Administer Now.
- Type in the full or partial name to look up a patient.
- Click Start to begin.
- You can also administer the Client Feedback Form from the patient’s Documents tab.
- Click Patients > Select Patient > Documents Tab
- On the upper right-hand side, select the Outcome Measure dropdown and select Client Feedback Form
Reviewing the Clinician-Administered Client Feedback Form
- The completed Client Feedback Form will be available in the patient’s Documents tab.
- The Status column will display Completed when it is clinician-administered.
Scoring and Results
The Client Feedback Form’s Scoring section includes two subscale scores that provide additional context around different aspects of the client's experience:
- Session Satisfaction: Calculated from questions 1–3 and provides feedback related to the client's experience of the session and therapeutic alliance.
- Relational Wellness: Calculated from questions 4–6 and focuses on the client's experience of relationships and relational well-being outside of the therapy session.
Reviewing the two scores together can provide additional context for conversations about the therapeutic relationship and the client's broader relational experience.
The completed form identifies the appointment selected by the client, allowing you to review their responses in the context of that specific session.
The Results table displays each question from the Client Feedback Form, with the client’s responses highlighted in gray.
Processing the Form
After reviewing the form, click Mark as Processed at the bottom of the screen to update the status. All sent and completed questionnaires remain available in the client’s Documents and Portal Requests lists.
Downloading or Printing the Client Feedback Form
To download a PDF of the completed form, click the Download link at the bottom of the page. When the PDF is ready, click the Ready: Click to Download link.
To print the form, click the Print icon at the bottom of the page.