By default, each practice's Library includes a Psychiatric Advance Directive (PAD) Information Form, which can be shared with clients through TherapyPortal when document sharing is enabled. This form educates the client about Psychiatric Advanced Directives, which documents a client’s preferences for future mental health treatment and allows for the appointment of a health proxy to interpret those preferences during a crisis. You may review and edit the form to ensure it complies with your practice’s specific policies and procedures and any specific requirements from state and local laws and regulations.
This form is available to clients 18 years and older and will be documented as acknowledged on the Info tab of a client’s chart once they sign it electronically.
Enabling the Psychiatric Advance Directive Information Form in Practice Library
- Go to Library > Portal Forms > Psychiatric Advance Directive Information Form.
- Choose one of the following sharing options:
- Shareable on Demand: Available when manually shared.
- Always Available on the Portal: Clients can access the form anytime.
- Not Shareable: The form is not available on TherapyPortal.
- Click Save Changes to apply your selection.
Customizing the Text of the Psychiatric Advance Directive Information Form
- Click Library > Portal Forms tab
- In the table, click the Psychiatric Advance Directive Information Form link.
- Click the Edit icon in the form Preview box to edit.
- Review all of the content of the form and edit to ensure it matches your specific practice or state needs.
- Click the Save Changes button.
Sharing the Psychiatric Advance Directive Information Form with a Client:
- Click Patients > Patient name > Portal tab
- In the Portal Requests and Shared Documents section, click the Share Documents button.
- The Share Documents on Portal dialog appears. With the Library Documents tab selected, begin typing "Psychiatric Advance Directive Information Form" in the Select Library Documents to Share field.
- TherapyNotes will generate a list of potential 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 that there are documents ready for them to complete. They will be prompted to review the form on TherapyPortal and sign to acknowledge they have received and agreed with it. Once your client signs and submits the form, the PAD checkbox on their Patient Info tab will automatically be checked for you.
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.