Access the client’s profile through Client IQ or search for the client using the search bar in the upper-right corner.

Select the  Forms Library from the Client's Profile.

Forms are organized by type, including Clinical Forms, Custom Forms, and Screeners. Select the appropriate section to locate and review the forms associated with the client.

Select the Form to share.

Select + New button.

Then, select Send to Portal.

Click the Confirm button.

The Client Can Now Complete the Form from Their Client Portal - Learn More About How the Client Utilizes the Portal Here

The Documentation can be:

• Viewed
• Edited
• Amended
• Retracted from the Portal - Only before the client has completed/submitted the form
• Delete

For additional information on how to share multiple forms with clients, click here.