Request that an existing client complete a form
Sometimes, you will want to have a client complete an intake form outside of those you may have included as part of your Intake flow. For example, one instance is if you'd like a client to fill out a form prior to a follow-up session, to check in on progress.
You can do this via Healthie through the feature "Request Form Completion" - This article walks through:
- How to request that an existing client complete a form
- What clients receive when you request form completion
How to request that an existing client complete a form
To request that an existing client complete a specific intake form, please go to the Client's profile > Charting > Request Form Completion and select the form you'd like a client to complete.
What clients receive when you request form completion
Clients will receive an e-mail indicating that you'd like them to complete a form. Moreover, the next time they log into their web portal, they will be prompted to complete this form. They will not be prompted to complete this form within the mobile app.
Right now, it's not possible to have clients complete the same form more than once, you'll need to duplicate this as another intake form. In an upcoming update, this will be possible, which is particularly useful when having clients complete a form as part of a Program.