Send multiple forms to the client and contact portals from encounter
We have expanded the permission setting of forms to clients and contacts into a multi-select workflow from an encounter
1. Go to Ritten and open a client record
2. Click on New Encounter and select an encounter type
3. Click on New Form
4. Check on multiple forms
Select a couple that are portal eligible (have the blue icon) and one or two that do not
5. Click on Create Multiple Forms (3)
6. See the blue icon that means portal eligible
7. Click on Send Forms to Portal (2)
8. All selected forms will be sent to the Portal with the same permissions
9. Click on Next: Choose Contacts
10. Select contacts to also send these forms to
11. Click on Next: Choose Permissions
12. Adjust permissions for the client across all forms
13. Once permissions are adjusted for the client and/or contact(s) and click Invite & Send
Note: To change permissions after first send, go to each individual form
14. Once forms eligible forms have been sent to the portal, the Send Forms to Portal button will disappear
