Send Forms Using the Client Portal

PracticeQ offers several ways for clients to fill out forms. An ideal method is to send them using our secure client portal. 

1. From the home page, click the speech bubble icon.
2. Select the client from the list on the left, or invite the client if they are not in the list yet.
3. Click the three dot icon under the Message box and select Send Form.

   

4. In the Send Form to Client window, select the form from the Form dropdown menu. Add Instructions if needed.
5. Click the Send Form button.
6. Your client will receive a notification that there is a pending message waiting for them. They will be prompted to log in to the client portal, where a request to fill out the form will be waiting for them.