You can complete forms on behalf of a client directly from their profile.


What types of forms can I fill out for a client?

Only Basic Forms and Evaluation Forms can be completed for a client from the client profile.


Note: Intake Forms are designed to be completed by clients through the Client Portal/Landing Page and cannot be filled out from the client modal.



Step 1: Open the Client's Profile

  • Navigate to Clients from the main menu.
  • Find and select the client whose form you want to complete.


Step 2: Go to the Forms Section

  • In the client modal, under the Clinical Info tab, go to the Client Forms section.
  • Click the Fill Out button.


Step 3: Select a Form

  • Choose the form you would like to complete for the client and click Next.
  • The selected form will open.


Step 4: Complete and Submit the Form

  • Fill out the form as you normally would.
  • Once you've completed all required fields, click Submit.
  • After submission, the completed form will appear in the client's Client Forms list.

Where can I view submitted forms?

You can access completed forms at any time by either:

  • The Client Forms list within the Clinical Info tab, or
  • Navigating to Client Files.

How submitted forms are organized in the Client Files


Submitted forms are automatically categorized:

  • Basic Forms and Intake Forms are stored under the Form Responses category.
  • Evaluation Forms are stored under the Evaluations category.


This makes it easy to locate and review completed forms in the future.