Request or Remind Client to Complete a Form

Healthie allows your clients to fill out any required paperwork electronically, keeping information organized and conveniently available in one centralized place. This article walks you through how you can request an existing client to complete a new form(s), and how to send reminders to your client to fill out a form.

If you have not done so already, you'll want to build and customize your intake forms. Learn more here.

Requesting Forms: Overview

There may be instances in which you'd like manually to send your clients additional forms to complete, for example: 

• You want a client to fill out a specific form, on an ad-hoc basis
• You want to send your clients a reminder or reminders to complete an intake form that they have not yet completed

Alternatively, form requests can be automated, and tied to different triggers. We suggest reviewing the following Help Document on having clients complete a form to ensure that an automated workflow can best serve your business needs. 

Send a Form Request to a Client

Navigate to Clients > Active Clients > View Profile > Forms. Click on the "Charting" bar at the top of the client's profile, and select "Request Form Completion" within the second "Forms" box.

Select the form that you would like your client to complete. 

Your client will receive an e-mail and/or in-app notification with your form completion request. E-mail notifications will be sent to your client's e-mail address on file, and push notifications are sent through the Healthie mobile app to notify the client of updates and actions.

Note: Notification preferences can be customized to meet your specific business preferences. Learn how to adjust these preferences here.

Send a Reminder to Complete a Form

Navigate to Clients > Active Clients > View Profile > Forms. Click on the "Charting" bar at the top of the client's profile, and select "View Client Forms" within the second "Forms" box.

You'll notice the current Status for all forms as either Completed, Incomplete, or Not Started. 

Click the [...] next to a form that is listed as either Incomplete or Not Started and select Send Reminder. The Send Reminder option will not appear for forms with the Completed status.

Note: For form completion requests in an organization with multiple members, the reminder will say that the provider assigned to the client is requesting the form instead of the main organizational Healthie account owner.

In the event that you want to undo a ad-hoc form completion request, click the [...] next to a form that is listed as either Incomplete or Not Started and select Delete Request. Once deleted, the client will no longer see the request in their Healthie account.