By default, each practice's Library includes a Client History Form which users can share with clients through TherapyPortal when document sharing is enabled. The Client History Form is a fully-integrated online intake form to collect information about
their presenting issue and relevant biopsychosocial history. Clients can complete the form directly on TherapyPortal, and the information can then be integrated into an Intake Note with a couple of clicks. The Client History Form 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 TherapyPortal. Role Required: Practice Administrator, Clinical Administrator Click Library > Portal Forms > Client History Form
Note: There is no question on this form that will directly populate the client's trauma history section of the Intake Note. As part of a trauma-informed approach to assessment, you may want to consider including a screening tool such as the ACES or Trauma History Questionnaire as part of your screening and assessment. However, given the sensitive nature of the information likely to be disclosed and the fact that no clinician is likely to be present to guide and support the disclosure, no question is included on this form. If you wish to have this information included on the form, see below for how to customize the final question on the form.
Once these changes have been made, any time a user in your practice shares the Client History Form with a client, only the selected fields will be included. To share the Client History Form with a client:Role Required: Any
Once your request is sent, your client will receive an email notification informing them that there are documents ready for them to complete. After your client has submitted their completed form, it will be available to view in its entirety on the Documents tab of their chart. You can share the same form with a client as many times as needed. However, if you want to share the form with a client again before they have completed the initial request, you must first cancel the initial request before sending the form again. For more information on sharing documents with your clients, read Share Documents With Clients on TherapyPortal. To pull a client's responses into an Intake Note:Role Required: Clinician (for assigned patients only)
Still need help? Contact Us Contact Us Last updated on September 21, 2022Why is it important to use a client's name select one?People tend to like you more.
A great way to convey that feeling of being known is to consistently use someone's name in conversation. It makes your words more personal and is interpreted as being caring and empathic. Naturally using your customer's name will build strong bonds that are hard to break.
How often should a skin analysis be performed?It is recommended that you schedule VISIA Complexion Analysis two to three times each year in order to monitor the health of your skin, so you can keep it looking fresh and glowing for the long term.
What are the four service essentials?There are four key principles of good customer service: It's personalized, competent, convenient, and proactive.
Why should you sit next to your client during the consultation?Face to face consulting- We suggest having a stool or chair nearby and sitting next to your guests and consulting this way. This allows for a better connection with a guest instead of consulting while standing behind them and looking at them through the mirror.
|