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Manage client forms and measures during appointments with Grow Telehealth
Manage client forms and measures during appointments with Grow Telehealth

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

Updated over 2 months ago

Grow Telehealth allows providers to meet with clients remotely while seamlessly integrating with their Grow Therapy provider portal to review and manage client information in real-time.

🌟 TIP: This overview article provides more information on Grow Telehealth, while 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 today" 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.

  • From the Client information tab, scroll down to the "Forms & questionnaires" section > select the form or measure you'd like to review.

Preview of provider Telehealth meeting room

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 Client information tab, scroll down to the "Forms & questionnaires" section > 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 before a session, you can complete them with the client without leaving 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 and appointment options.

Incomplete measures preview from the Client Information card
  • From the Client information tab, scroll down to the "Forms & questionnaires" 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.

Completing forms during an appointment preview
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