Send forms to your clients

Follow this simple 4-step process to assign forms and trackers to your clients:

• Select the client/group you want to send the resource to

• You have the option to filter by type (forms, trackers) or competency 

• Type in the name of the resource that you want to share 

• Turn the toggle on for each item that you want to assign to that client – Send Form

That's it! Your client will receive a notification and be able to access the material directly through their personal dashboard. 

And Click on View Submission to review once they’ve completed

Here’s a short video to guide you through the process:

Go to your Clinic Toolkit here →