Upheal Practice Forms already support this. You can use a template from our library or re-create your own form from PDF. Once the form is ready, you can send it to your client - they’ll receive a link to the Client Portal where they can access and complete it.
If you run into any issues or need assistance, feel free to let us know!
Log in to comment and vote
Comments1
Ekaterina Melnichuk
Mar 17
Hello @Patricia Maynard,
Upheal Practice Forms already support this. You can use a template from our library or re-create your own form from PDF. Once the form is ready, you can send it to your client - they’ll receive a link to the Client Portal where they can access and complete it.
If you run into any issues or need assistance, feel free to let us know!