How to add a customer document

If you're a private practice owner or the admin, you can add your custom documents (such as intake forms, consent forms, any forms that you need to request a signature on) by using our form builder. If you already have a form that you like to use in your practice you can copy information from your form to our form builder. 

Here is an  article on how to build intake forms and any other related forms or custom documents): https://theraplatform.zendesk.com/hc/en-us/articles/360012774391-Create-Intake-Forms-from-Scratch 

Here is an article on how to build consent forms and any other related documents: https://theraplatform.zendesk.com/hc/en-us/articles/360012549972-Edit-or-Modify-Existing-Built-in-Consent-Forms-and-Build-Your-Own-Consent-Forms-from-Scratch

Note: We also offer a built-in library of both intake and consent forms and you can modify our forms to meet your needs. Please refer to these articles: How to modify our intake forms and how to modify our consent forms.