Sometimes a client needs to complete a form but can't do it on their own before the appointment. Now, you can fill out forms on a client's behalf directly during a session, without interrupting the flow of care.

How to use it:

• From Client → Forms tab, find any uncompleted sent form and click Fill for Client

• From Practice Forms, open the form menu, click Fill for Client, then select the client and continue

Either path opens the form in a dedicated full-screen tab. It's designed to be screen-shared with a client during a video call and no other sensitive information from Upheal is visible.

A few things to know:

• Signature forms and payment/card collection forms cannot be completed by providers, those stay client-only

• No email notifications are sent to the client when a provider submits a form

• Provider-submitted forms still appear in the client's portal, so their record stays complete

Explore Client forms →

Have a feature request or want to see what else is coming? Check out our roadmap →