Summary
Enable forms to be sent to the Portal. These forms will then be able to be sent to clients and their contacts.
NEW PORTAL MANAGEMENT AREA - READ HERE
List of Portal Eligible Form Sections
Name & Date of Birth
Social Security Number
Patient Demographics
Demographics- Address
Demographic Contact Point - Email and Phone Number
Client Contacts - View Only
Release of Information (signature only)
Substance Use History
Treatment History
Funding Source
(not insurance information - only type of funding)
Medications
Allergies
Current Stressors
Childhood History
Current Pain Scale
Employment History
Legal Information
Trauma/Abuse History
Leisure/Recreation Information
Financial Issues
Living Environment
Social/Peer Groups
Grief/Bereavement
Activities in Daily Life
Emotional/Behavioral History
Process Addictions
Brief Addiction Monitor (BAM)
Anxiety - GAD-7
Depression - PHQ-9
Suicide Screen - CSSRS
Suicide Assessment - CSSRS
Acorn Assessment
Life Skills Index
Depression Anxiety Stress Scales (DASS)
Modified Schmid Fall Risk Assessment Tool
Abnormal Involuntary Movement Scale (AIMS)
Clinical Opiate Withdrawal Scale (COWS)
Alcohol Withdrawal Scale (CIWS-AR)
Admit Survey
Discharge Survey
All custom sections (all sections you created)
Set up Portal Forms
# Ritten
1. Click on Configurations
2. View if forms are already portal eligible
3. Click on Edit
4. Click on Configuration
5. Check Form can also be filled out by Clients or client contacts in their Portal
6. Click on Sections
7. Sections disabled in the portal are highlighted, all others can be in sent to clients or contacts in the portal
8. Click on Save Form
