Assigning a Form or File to clients as a Coordinator

Coordinators are able to attach and distribute files, such as intake forms, on behalf of clinicians for patients to review before their appointments. Please refer to the following instructions to attach a file or assign a form. 

Attach a file

1. Navigate to the appointment that you would like to attach the file and click on the Paperclip icon.

2. Choose the file desired file.

3. Make sure to allow the participant to view attachment and click on "Submit".

4. Once file is attached, it should look like this 

Assigning a Form

1. Navigate to the appointment that you want to assign the form and click on the Paperclip icon.

2. Choose "Assign a Form" and choose the desired form in the list on the left hand side. 

3. Click on "Assign to {patient_name}". Once form is assigned, it should look like this 

If you have any further questions please contact Support