Client History Form

Instructions and help about Client History

[Music] hello everyone in this video we'll be reviewing the therapy notes client history form the client history forum is a new fully integrated online intake form you can send to your patients on the portal to collect information about their presenting issue and relevant biopsychosocial history the data entered on this form can automatically feed into therapy notes enhanced intake notes with the history button streamlining the onboarding process for new patients let's begin the client history forum includes prompts that correspond to most of the fields in an intake note however you can choose what information your patients are asked for when the form is shared on therapy portal the practice can customize this forum by hiding questions or customizing the sub questions as needed for your practice to choose which fields are included on the client history forum you will need to hold either the practice administrator or clinical administrator role in your therapy notes account first click