You can complete forms on a client’s behalf in one of two ways. Note, a form can only be completed for your client so long as their signature is not required.
Scenario #1
In the event that a client shows up to an appointment without having completed their forms, you can complete forms that don’t require signatures on their behalf.
Go to Client Forms & Waivers in My Practice. Find the form that you’d like to complete on your client’s behalf, click More Options (3 dots) > Complete for client > [Client name].
You’ll be able to complete forms exactly as your client would have. Forms completed by you on your client’s behalf will have your digital footprint and will indicate that the form was completed by you.
Save & Submit once the form has been completed.
Both you and your client will be able to view completed forms in the Forms & Waivers section of their client file.
Scenario #2
If a client has difficulty completing their forms, they can opt to allow you to complete the rest of their form on their behalf. Clients can do this by going to Forms in their Client Portal. Once they’ve located the form they’d like you to complete they will click on More options (3 dots)> Allow my practitioner to complete.
Once they’ve selected to allow you to complete their form, it will be available to you in their Client File. Go to My Clients > [Select client] > Forms & Waivers. Click Complete to open and complete the form.
