You can send forms and/or packets to your clients, and they can fill them out easily online. Then, you can see the completed forms in Upheal.
Sending forms and packets from the Forms page
From the Forms page, click the three dot icon beside any form or packet, and click Send.
Select the client/s to whom you'd like to send the forms.
Click Send.
The client/s will receive an email with a link to fill out the forms online. Once they're finished, you can see completed forms in Upheal in your clients' profiles.
Sending forms from the client's profile
In the client's profile, go to the Forms tab.
Click Send forms or packets.
Choose the Forms or Packets tab.
Select what you'd like to send.
Click Send.
The client will receive an email with a link to fill out the forms online. Once they're finished, you can see the completed forms in Upheal in the client's profile.