Allow a Responsible Party to Complete Forms for Clients

Often forms must be filled out by a parent, guardian or power of attorney. PracticeQ helps you to clarify who fills out questionnaires and signs consent forms.

Follow these steps if you have a form to be filled out by a responsible party:

1. Click My Forms and open the form for editing.
2. Click the three dots icon and select Settings.
3. Check the Can be completed by responsible party box.

• When this setting is on, your clients will see the following dialog box before they start to fill out the form:

• If the user is filling out the form on behalf of someone else, PracticeQ will ask for their name:

• Once PracticeQ knows who completed and signed the forms, this information will be made explicit where relevant, such as in the e-signature stamp.

• Note that PracticeQ does not ask for the patient/client name, since this is already part of the intake form.