đď¸ As of August 24, intake forms are automatically sent to every new client when their first session is booked. This applies to all providers, and no action is needed. Completed forms will appear in your task list, appointment drawer, and client chart for review before the first session, and client responses will help pre-fill certain fields in the intake note, reducing manual entry when you prepare documentation and submit invoices.
When a new client books their first session, Grow automatically sends them an intake form to complete. This applies to all providers; no action is required on your end. Once the form is completed, it appears in your task list, appointment drawer, and client chart for review before the first session.
đ TIP: For more information on managing your Measurement Informed Care (MIC) assessment settings, refer to Manage recurring measures & check-ins.
Intake responses help pre-fill your documentation
Client intake responses also help pre-fill certain fields in the intake note, reducing the time you spend entering intake information when preparing documentation and submitting invoices.
View completed form entries
Once the client has filled out the form, or you have done so on their behalf, you'll see the response recorded on their profile in the Forms & Files tab. Completed intake forms also appear in your task list and appointment drawer so you can review them before the first session.
Select the desired questionnaire to view its results. You'll see a list of completion dates if multiple versions have been submitted. In this case, select the desired version.
Manually send the intake form or safety plan to clients
If a client doesn't complete the intake form
A client's scheduled appointments will not be canceled if the intake paperwork isn't completed before the session.
â ď¸ 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 suitable for your practice and for telehealth.
If forms are incomplete before a session, you can resend the form or a reminder from the client's profile, or complete the forms together during the session â both options are covered below.
To resend a client's intake form:
You can manually send intake forms or the safety plan directly from the client's record. To do so:
Select Clients from the sidebar navigation.
Search for the desired client, then select their name to open their profile.
Below the client's name, select 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 choose 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.
Complete forms during a session
You can complete the intake forms, the safety plan, and other measures with a client during the session if needed.
Complete forms using Grow telehealth
If your client has not completed the requested forms or measures prior to a session, you can complete them together in the meeting room.
To complete forms with the client while in session:
Join your Grow Therapy meeting room and admit the client.
Select the Client information button from the telehealth toolbar. The pop-out sidebar will display the associated client's information, between-session activity, measures, forms, and appointment options.
Toggle to the Treatment tab to locate any incomplete forms. Select the form directly to begin completing it with the client.
Complete forms via the client chart
To complete forms while the client's chart is open:
Select Clients from the sidebar navigation.
Search for the desired client, then select their name to open their profile.
Below the client's name, select 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 choose the Fill out for client option from the dropdown menu.
Request or complete updated forms
If a client has previously completed a form, such as the Intake or Safety Plan, the most recent completion date will be displayed under the form's description. If you'd like 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 during an appointment.
To request or complete an updated form:
Navigate to the client's profile
Toggle to the Forms & Files tab and select the desired form.
In the pop-up menu, select Manually send or Fill out for client.
