Grow offers a range of intake forms and questionnaires that can be sent to clients during their care. With the Grow EHR, you can automatically send the selected forms to the client for completion as soon as they schedule an intake session. You also have the option to send these forms to clients at any time or fill them out for the client while you're in session.
🌟 TIP: If you want more information on managing your Measurement Informed Care (MIC) assessment settings, please refer to this article on managing recurring measures and check-ins.
Manage your intake form settings
To update your intake form settings, follow these steps:
Select your name in the bottom left corner, and click Edit Profile.
Next, select Basic Information below the "Profile Photo" header.
Scroll down to the "intake form" section. Select Yes or No to indicate whether you'd like intake forms for new clients sent automatically.
Select the Save button to ensure your selection(s) apply to future clients. A client's scheduled appointments will not be canceled if intake paperwork is not completed before the session.
Note: Please do not cancel new client therapy appointments solely because the intake paperwork was not completed before the session. Instead, complete the initial assessment during the first session to determine if the client is appropriate for your practice and suitable for telehealth.
Manually send forms to clients
You can manually send forms via a client's record. To do so:
Select Clients from the sidebar navigation.
Search for the desired client and select their name to bring up their profile.
Underneath the client's name, toggle to the Forms & Files tab.
Locate the desired form(s). If the client has never completed the form, select the three-dot menu on the same line and select the Send to Client option from the dropdown menu. This action will send the desired form to the client, and you will be notified upon completion.
If you send multiple forms to the client, they will see a progress tracker at the top of the window, letting them know the number of forms included.
A video walkthrough of this process is available here.
Fill out on a client's behalf
You can fill out the intake forms and questionnaires on a client's behalf via their profile. To do so:
Select Clients from the sidebar navigation.
Search for the desired client and select their name to bring up their profile.
Underneath the client's name, toggle to the Forms & Files tab.
Locate the desired form(s). If the client has never completed the form, select the three-dot menu on the far right of that line and select the Fill out for client option from the dropdown menu.
Please see this article to learn more about completing forms with the client in your Grow Therapy Telehealth meeting room.
Request or complete updated forms
If a client has previously completed a form, such as the safety plan, the most recent completion date will be displayed under the form's description. If you need the client to fill out an updated form to capture more current and relevant information, you can send an additional copy from their profile or complete it with them during an appointment.
To request or complete an updated form:
Navigate to the client's profile
Select the Forms & Files tab and select the desired form.
In the pop-up menu, select Manually send or Fill out for client.
Please see this article to learn more about completing forms with the client in your Grow Therapy Telehealth meeting room.
View previous form entries
Once the client has filled out the form or you have done it on their behalf, you will see that the response has been recorded on their profile.
Select the desired questionnaire to view its results. If multiple versions have been received, you will see a listing of dates. If this is the case, select the desired version.
A video walkthrough of this process is available here.