CounSol User Guide

 

Types and Settings can be assigned to forms to better specify and limit the intended audience for your custom forms.

 

Note: Editing and deleting saved Forms is disabled to comply with HIPAA regulations - if you need to edit/delete a form, please contact your personal account manager.

 

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STATUS

Active  

The form is available for use.

Removed

The form is not available for use.

 

TYPES

Client Forms

Client Forms are available for clients to fill out through the client portal.

Internal Client Forms

Internal Client Forms are not visible to clients and are for internal use only. A common use for this form is general client information not specific to a session. Example: Custom Treatment Plan

Internal Session Forms

Internal Session Forms are not visible to clients and are for internal use only. This form will be accessible under the Forms tab for each session. Internal session forms are created to be used for each session by the counselor. Example: Progress Note

NOTE: If you are interested in using a custom internal session form to substitute for the built-in progress note, contact your account manager about enabling the progress note setting to allow the system to monitor for note completion in the PN column of sessions list pages.

 

REQUIRED FORMS

Clients are automatically prompted to fill out Required Forms when they log in to the client portal for the first time. A client will not be able to schedule a session until all required forms are completed and saved online.

Note: Clients can be exempted from form requirements by using the personal portal permissions page on the client's Overview page.

 

START DATE

The Start Date references when a client was registered in the system and then makes the form accessible only by those clients registered on or after the entered date.

 

ONLY FOR CLIENTS WITH LABEL

An additional layer of specification allows you to assign a label to a form.  When a label is assigned to a form, only clients who assigned that same label will have access to that form.

 

HIDE QUESTION NUMBERS

Depending on the content of your form, it may aid formatting to show, or not show, numbers in front of each question entered.

 

REQUIRE CLINICIAN REVIEW AND SIGN FORM

Some forms require the clinician to acknowledge receipt and review of a completed client form. This can be accomplished electronically by enabling the "Review and Sign" setting.  When a client has completed a form that requires your signature, the form will show in the Unsigned area of the Forms sections.  You will also see an "Unsigned" link next to the completed form in the Forms area of the client's chart.