Sending a Document

There are ways to send a document: from the Document Center or from the Messaging Center.

1. From the Document Center, you'll see a Library section and a Personal section.
2. In either section, find the Document you wish to send.
3. Click the Paper Airplane icon to the right to send it to a client.
4. Choose the client you wish to send it to.
5. Add a message
6. Click Send

The client will receive the message and the document. If the document is sent from the Library section, the client will be able to complete the form in the portal and return it to the provider.

Our library currently comes with the following assessments and templates:

1. General Anxiety Disorder Scale (GAD-7)
2. General Client Intake
3. Client Health Questionnaire
4. WHO-5 Well-being Scale
5. WHODAS 2.0 Disability Assessment
6. Therapy Note