You send a packet; your client fills in its forms and signs its consents in the client portal.
Turn on the portal
Open Settings > Client portal and turn on Client portal. Choose which sections your clients see: Forms, Messages, Appointments and Refill requests.
Send a packet
Open the client's chart and choose Send a packet. Under Packets to send, pick one or more, leave Invite them to the portal ticked, then choose Review and Send.
Your client needs an email address and a mobile number on their record.
Your client signs in
Your client gets an email with a sign-in link. When they open it, Pablo texts a code to their phone. The link works for seven days. You can change the email's wording under Invitation email.
Your client fills in the forms
Your client sees Your forms, with each packet under the title you gave it under Title clients see, or "Forms from" and your practice's name if you didn't.
Each part says what it asks them to do: Read and sign, Answer, Send a photo or Send a file. They sign by typing their full name, and can check their answers before sending.
When they're done, you'll see their answers on the Intake tab of their chart.
