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Manage client forms and measures during appointments with Grow Telehealth

Learn how to manage client forms during an appointment using Grow Telehealth.

Updated today

With Grow Telehealth, providers can easily review and complete forms directly within the meeting room, eliminating the need for extra tabs or switching workflows. This article walks you through accessing client measures and screenings in real-time, helping you stay on track during the session and maintain a clinical focus, with insights front and center.

🌟 TIP: This article provides a detailed breakdown of managing your form and questionnaire settings within your provider portal.


Review forms and questionnaires


Before an appointment

To view completed measures in your Grow Therapy meeting room before the client joins the waiting room:

  • Join your Grow Therapy meeting room via one of the entry points in your provider portal. Once you enter, an "Upcoming" menu displays a chronological list of your appointments for the day. Select the desired appointment, and the pop-out menu will display the associated client's information and appointment management.

Review a client's information before an appointment
  • From the Treatment tab, review completed score totals and select completion dates to view the individual assessments.

Review completed measures and forms before an appointment

Review individual scores

During an appointment

To view completed forms and measures during an appointment:

  • Join your Grow Therapy meeting room and admit the client.

  • Select the Client Informationbutton from the telehealth toolbar. The pop-out sidebar will display the associated client's information and appointment options.

  • From the Treatment tab, scroll down to the "Measures & forms" section and select the form or measure you'd like to review.

Review forms and measures during an appointment

Complete forms during an appointment


If your client has not completed the requested forms or measures prior to a session, you can complete them with the client within the meeting room.

To complete the measures with the client while in session:

  • Join your Grow Therapy meeting room and admit the client.

  • Select the Client Informationbutton from the telehealth toolbar. The pop-out sidebar will display the associated client's information, between-session activity, measures, forms, and appointment options.

Incomplete measures preview from the Client Information card
  • From the Treatment tab, locate the "Measures and forms" section. Here, you will find forms and measures along with their status (complete or incomplete). Select the form you'd like to complete with the client, and a fillable version will appear in the pop-out menu.


Administer the Columbia-Suicide Severity Rating Scale (C-SSRS) in Grow Telehealth


πŸ›  Feature note: Only providers using Grow Telehealth as their video platform can administer the Columbia-Suicide Severity Rating Scale (C-SSRS) directly in their meeting room. If you use a different video platform and receive a notification to administer the C-SSRS, a downloadable PDF version will be available in the client chart within your provider portal.

By introducing the Columbia-Suicide Severity Rating Scale (C-SSRS) measure in session, providers can ensure they have all the necessary information to deliver the best care and effectively address client safety. This feature is available to therapists and prescribers.

Access and administer the C-SSRS via notifications

If a client indicates a need for additional screening based on their measurement scores, you will receive a notification prompting you to consider administering the Columbia-Suicide Severity Rating Scale (C-SSRS) during your session in the waiting room.

To access and administer the C-SSRS during a Grow Telehealth session:

  • Admit the client into the session.

  • Select the Client Information tab from the menu bar. The Overview tab will open by default.

  • Select the notification. The screener will appear directly in the pop-out menu, allowing you to begin the screening process immediately.

Administer the C-SSRS in Telehealth

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