While client forms are made available on the client portal, it can be more convenient and efficient to make some forms required. Required forms will pop up automatically for a client when they log into the portal, and a client's access within the portal will be limited until they have completed all required prompts.
ON THIS PAGE:
•How to make a Client Form required (general)
•How to make a Client Form required (specific group)
•How to assign a Client Form to a specific client
How to make a form required (general)
1. On the Edit Form page, select Yes under the Required setting.
2. Click Save.
How to make a Client Form required (specific group)
1. On the Edit Form page, select Yes under the Required setting.
2. Under the Only For Clients with Label(s) setting select the appropriate label to be associated with the required form.
NOTE: You should have the label already created in order to make the form required for those clients with that same label assigned. Click HERE for more on Labels.
3. Click Save.
How to assign a Client Form to a specific client:
1. On your active client list, click a client's name to open the Overview page of their chart.
2. On the right hand side, click the green Assign Form(s) button.
3. Select the appropriate form(s) from your list, then click the Assign Form(s) button.
NOTE: If a form is already set as required for the client and has not yet been completed, that form will not display on the Assign Forms page.
