Administer Forms During a Session

We're adding the ability to fill out any form on your client's behalf directly from their profile. For clinical assessments like the PHQ-9, reading questions aloud and recording answers yourself ensures accuracy, especially when clients might misinterpret what a question is asking.

Right now, forms can only be sent to clients to complete on their own. With this update, you'll be able to open any form in an "administer mode," record your client's responses as you talk through it together, and submit it to their chart. The completed form is saved the same way a client-submitted form would be, with a clear label showing it was submitted by the provider. If you're on a telehealth call, you can share the form on screen so your client can follow along.

This is especially useful for intake assessments, screening tools, and any situation where walking through the questions together gives you more reliable data to work with.