The Ritten Portal is now open to client contacts (any contact with a relationship to the client and an email) as well as clients. If the portal sounds unfamiliar, reach out to [email protected] and our CS team can work with you to get it set up.
Send forms to Client Contacts
View, Sign or Edit
Clinicians have the option of sending a form as View Only, Sign Only, Edit Only or Sign & Edit. Only one person can be the editor. Signatures can be applied once the editor has submitted and or signed the form.
Previously, the Client Portal allowed you to share forms with clients for them to fill out and sign. We have opened up the Portal to client contacts as well. Now you can send a form or consent to parents, guardians, or other people involved in a client's care and recovery. These contacts can fill out, sign or view forms.
Quick Send to Client
For those already familiar with sending forms to client portal you can continue to send a form to the Client to fill out from an encounter view with the "Send to Client" button.
New Workflow
Sending a form to portal from the form itself with the 3 dot menu, you can add client contacts and set permissions for them to view, edit or sign forms.
Step-by-step process for sending forms to clients and client contact Portals
1. Go to Ritten
2. Click on New Encounter
3. Click on Test
4. Click on New Form
5. Check on forms to send to client and client contacts
6. Click on Create Multiple Forms (3)
7. Click on Send to Client
This automatically sends the form to a client to fill out
8. You can see when the form was sent and to whom by hovering over the Sent to Portal
9. Click into a form and click on three dot menu
10. Click on Send to Portal
11. You can see that the form has already been sent to the client
12. Click on Select to add client contacts if you need to send this form to other people
13. Click on Contact
14. Click on Next: Choose Permissions
15. Click arrow to adjust permissions on the form in a person's portal
16. Adjust permissions
17. Click on Invite & Send when permissions are set
18. Click on Sent to Portal to see who has access to the form in their portal
19. Click on Apply Signature to see new signature requirements
20. Click on Requirements
The people that have sign in their permissions are now shown as required on this form
21. If you would like to remove forms from portals, click n the 3 dots
NOTE: You can only remove a form from the portal if the client or contact has not submitted or signed it
22. Click on Send to Portal
23. Click on Next: Choose Permissions
24. Click on the permission drop down
25. Click on Revoke Access
26. Click on Sign
27. Click on Revoke Access
28. Click on Invite & Send
29. Click on Collect Signatures
30. See there is no longer a signature requirement
