Send Clinical Documents to Clients

Overview

A Kiosk allows a client to complete clinical documents independently. In-office computers/tablets, the Client Portal and a client's personal email can each serve as a kiosk for this purpose. This article describes how clinical documents may be sent to each of these three options.

Clinical documents can be sent from:

• Appointments Module
• Clients Module
• Clinical/Charting Module

Send Clinical Documents from the Appointments Module

1. Click on the Appointments module.
2. Locate the client's appointment.
3. Click on the appointment to highlight.
   • The details of the appointment and client information will appear in the appointment side-panel to the right.
4. Click Have client fill out form at home/on kiosk link.
   • If you do not see this option, you may still need to configure your info panel.
     
     
      
5. The Assign Client to Fill out Form window will open.
   
   
    
6. Select the radio button adjacent to the available Kiosk option being used.
7. Verify or select the appropriate Program.
8. Choose a Form Group or one or more Form(s) to send to the kiosk.
9. Click OK.
10. If a computer or tablet kiosk was selected, that computer/tablet will display the clinical document.
    • If more than one clinical document was sent, the left margin on the kiosk will display a series of clinical document numbers. The checkbox will display as selected once that clinical document has been completed and submitted.
      
      

Send Clinical Documents from the Clients Module

1. Click on the Clients module.
2. Locate the client from the available client list.
3. Click the kiosk link adjacent to the client record on the far right.
   
   
    
4. The Assign Client to Fill out Form window will open.
   
   
    
5. Select the radio button adjacent to the available Kiosk option being used.
6. Verify or select the appropriate Program.
7. Choose a Form Group or one or more Form(s) to send to the kiosk.
8. Click OK.
9. If a computer or tablet kiosk was selected, that computer/tablet will display the clinical document.
   • If more than one clinical document was sent, the left margin on the kiosk will display a series of clinical document numbers. The checkbox will display as selected once that clinical document has been completed and submitted.
     
     

Send Clinical Documents from Clinical/Charting Module

1. Click on the Clinical/Charting module.
2. Using the available filters at the top, locate the client document.
3. Click the kiosk link adjacent to the client document on the far right.
   
   
    
4. The Assign Client to Fill out Form window will open.
   
   
    
5. Select the radio button adjacent to the kiosk name.
   • If no kiosks are listed, verify an available kiosk exists in the Kiosk Manager module.
6. Verify or select the appropriate Program.
7. Skip the Form Groups and Form selection options. The clinical document number and name will display with a selected checkbox.
8. The computer or tablet assigned to the selected kiosk name will display the clinical document.