Sending and Completing Paperwork

Sending paperwork is a simple process that lets you prepare documents, pre-fill information, and choose how you'd like the paperwork to be completed.

How to Send a Document

  1. Go to the Clients main tab and select a client you want to send a document to.

  2. Open their Client Journey and click on the Paperwork tab.

  3. Click on the New Paperwork button.
  4. Choose a Paperwork Template that you'd like to send. Depending on the template settings, you'll see either:
    • Send – Use the template as it is

    • Customize – Make changes to the template before creating the submission

  5. Some templates allow customization before they're sent.

    • If the Allow Customizations option is enabled in the Default Sending Options, you can make client-specific changes without affecting the original template.

    • This is useful when you need to adjust wording, add extra information, or tailor the document to a particular situation.

Any changes made during customization only apply to that client's copy of the paperwork.

  1. Once you're done with adding customizing the form, click Continue to proceed.

  2. In the next page, you can fill out any field you already know. For example, you might enter:
    • Appointment details
    • Provider notes

    • Other information that doesn't need to be completed by the client

      Any field you complete will be locked, meaning the client will be able to view the information but won't be able to change it.

You can also leave fields blank and complete them later, depending on the completion method you choose.

  1. Click Continue to go to the final step.
  2. Now, you can choose how you'd like the paperwork to be completed.

    1. You'll also have the option to include a message with instructions or additional context for the recipient.

    2. The available completion methods may vary depending on the type of document, who is completing it, and the template settings.

Method

Description
Send the document to the client to complete

This sends the client an email containing a link to view and complete the document.

When the client is done, this document will be considered completed, and it publishes to the client portal.
Send the document to the client and then return it This sends the client an email containing a link to view and fill in fields in the document, but when the client is done, it returns to a “Draft” status and you'll be notified.
Finish now without posting to the client portal Only you can enter data here, and when it is completed, the document is finalized without publishing it to the client portal, which is good for internal documents.
Finish now and post to the client portal Only you can enter data here, but when it is completed, the document is finalized and made available in the client portal’s Files (but not Paperwork) page .

  1. If you're not ready to send the paperwork right away, you can choose Save Draft & Close. This saves the submission without sending it to the client, allowing you to return and finish it later.

  2. You can also click on Send Now once everything is ready to go.
    • When sending paperwork to a client, you can include an optional message to provide instructions, context, or additional information.
    • This message will be inserted into the Message section of the notification that is sent to the client.
Check out this article for more information on Notification Templates!