Request that an existing client complete a form / Send form reminder
Healthie allows clients to fill out your paperwork electronically, which keeps information organized and conveniently in one place. In addition to sharing intake flows with your clients, there may be instances in which you'd like 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 to complete an intake form that they have not yet completed.
This article walks through how you can request that an existing client complete a new form, and how to send a reminder for a client to fill out the form. There are two additional features within the platform that you may prefer, versus a one-time, ad hoc form completion:
- Set a cadence for the same form to be completed by a client on a periodic basis.
- Send a form after a session is booked and/or completed
IN THIS ARTICLE:
Request that an existing client complete a new form
Navigate to Client's Profile > Charting > Intake Paperwork. Select Request Form Completion, then choose the form that you'd like your client to complete. Your client will receive an e-mail / in-app notification with your form completion request.
Send a reminder to a client to complete a form
Navigate to Client's Profile > Charting > Intake Paperwork. Select View Intake Forms. You will see a downward arrow next to all forms marked "Not Completed" and "Skipped". Click "Select Reminder" and your clients will receive a reminder prompting them to complete the intake form. If you click "Send New Request" your client will be prompted to fill out a new version of this form.