Manage contacts in IS standard documents

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here we'll go over standard client documents and how they're done within a practice standard client documents are handled at a therapist level and not a practice level for ultimate customized ability to access your documents you go to my profile standard client documents and then you click the edit button from here you'll see the four documents that I've uploaded for my particular therapist the insurance accepted intake form late cancellation and no-show and privacy policies you'll notice three columns like Auto assign required signature and required reading which I'll go over in a little more detail later but essentially they all have their unique properties that they can bring to your documents to upload a new document you would click upload new document at the bottom right here you'll choose the file for this example disclosing pH I and right in the name of the form title here we also have form description and form instructions below we have the three most important options for client documents required signature required reading and auto assign requiring a signature will require them to electronically sign the document when they sign into their patient portal requiring a reading will require them to read this form once they sign into their patient portal Auto assign just means once they've created their patient portal account they'll automatically be assigned the document in question these are things like intake packets or privacy policies or things that you consider important for new clients to have in this example I want my clients to have all three so I'll select yes and click Save when done we can also manage and assign documents for specific users by going to my clients and clicking on the client in question from there we would click on the documents and forms tab we have two different options to either send a former document which would allow us to send a more customized form or document to a patient or assigned documents which pull from our profile and our therapist level setting usually more generic documents we've uploaded to general patients will see here these are all the documents that I uploaded before but I just wanted to give you an idea of what that looks like clicking send a document or form will allow us to choose from three different options simple like if I wanted to send them a simple informational packet or something like that to a customized patient I would just choose simple if I wanted to use an existing form for signature I would choose that that's from one of the forms that we've already chosen but I want to send Jenny a new form that requires a signature and requires her to view it this is a personalized document for her that I want her to sign such as progress notes or agreeing upon something from here this will look similar to your messages and is used in a similar fashion here I've filled out the subject and a simple informational plea signing this form will notice the document is there and clicking send will send it