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What if my client hasn't completed my form before their appointment?

Open the form from your client's file and fill in the answers together during the appointment.

If your client hasn't completed your form, you can fill it in with them during the appointment.

  1. Go to Clients, select the client you wish to access.
  2. Click Forms on the client's profile.
  3. If a form has not been filled out, it will show 0 / X questions answered.
    Screenshot: if a form has not been filled out, it will show 0 / X questions answered
  4. Click on the form 
  5. You can answer the questions in the form on your client's behalf. Each answer is automatically saved.

 

Go to Clients in HealthBank →