Digitally issue customisable client contracts, short answer forms and psychometric questionnaires
Go paperless with our My Forms feature.
Create, personalise and send clients your branded contracts, SAQs and psychometric questionnaires for digital completion, signature and return.
Completed forms will be stored securely in the client record for your reference and we'll update the client overview panel to help you to keep track.
Create client contracts
Digitally issue branded and fully customisable client contracts. Capture their digital signature and agreement to your terms and privacy policy; as well as their understanding and consent to the processing and storage of their data in line with GDPR.
We'll log their GDPR consent in the client overview panel, so you can easily see if this is still outstanding.
The signed contract will be stored in the client record for your reference.
Send SAQ Forms
Make mid-therapy and end of therapy reviews a breeze with our SAQ form feature, available on our Therapy Planner & The Works plans.
Create your form for digital issue, completion and return.
We'll let you know when a form has been completed and will store this securely in the client record and the client overview panel.
Send psychometric questionnaires
Easily keep track of your clients' progress with our psychometric questionnaire feature.
Create your questionnaires for digital issue, completion and return.
On completion, score the questionnaire to log the results in the client overview panel.
In the client overview panel, we'll log their initial and latest psychometric scores for quick comparison.
All forms and emails will show your branding
We'll automatically add your logo to the header of your contracts, forms and psychometric questionnaires.
You can define the email content in your Communications & Templates settings.
And we'll always label emails as coming from you and use your logo in the footer.