Can I send a form from the dashboard?

Read on to learn how you can send a form from a patient's/client's chart dashboard, or watch a video here: 


1. You can use the ''Shortcuts'' menu by selecting the chart and clicking on ''Send form'' from the ''Go to'' dropdown. 

2. Your active forms will display on the screen. Check the box next to the form you want to send to the patient/client, and click on "Send to portal."

  1. The patient/client will be notified of any pending documents awaiting their signature, and an unofficial entry will be added to the chart to indicate that forms have been sent to the patient portal.

If you have any questions, please contact us.

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