Grow provides various intake forms and questionnaires to send to clients while providing care. These include the General Intake Questionnaire, the PHQ9, the GAD7, a Safety Plan, and an Informed Consent form. The Grow EHR allows you to automatically provide the chosen forms to the client for completion as soon as they schedule an intake session with you. You can also send these forms to clients directly at any time or fill them out for the client on their behalf.
Manage your settings
To update your intake and questionnaire settings, follow these steps:
Select your name in the bottom left corner, and click Edit Profile.
Next, select Basic Information below the Profile header.
Scroll down to the "intake paperwork" section and select or deselect the forms you want sent to new clients.
Select the Save button to ensure your selection(s) apply to future clients. Please note that a client's scheduled appointments WILL NOT be canceled if the paperwork is not filled out before the session. If you want to cancel a session due to incomplete paperwork, please inform the client that you require the questionnaire(s) to be filled in before the first session.
Manually send to clients
You can manually send intake forms and questionnaires via a client's profile. To do so:
Select Clients from the sidebar navigation.
Search for and select the desired client from the dashboard.
Locate the Forms & Questionnaires card on their profile.
Locate the desired form(s), select the three dots menu on the far right of that 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.
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 and select the desired client from the dashboard.
Locate the Forms & Questionnaires card on their profile.
Locate the desired form(s), select the three dots menu on the far right of that line, and select the Fill Out for Client option from the dropdown menu.
View previous results
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 may see a listing of dates. If this is the case, select the desired version.
Understand and review recurring assessments
To provide greater insight into client care and progress, clients who have completed at least three (3) sessions since their last recorded assessment response will be re-prompted to fill out the Anxiety and Depression assessments via email. Each completed assessment will be stored by date and can be accessed via the client's profile. To access previous results:
Select Clients from the sidebar navigation.
Search for and select the desired client from the dashboard.
Locate the Forms & Questionnaires card on their profile.
Locate the desired form and select it. If multiple responses to a given questionnaire or form exist, they will be listed by date, as in the example below.
