|How Do I Share a Counseling Intake Form with My Colleague?|
"I created a Counseling Intake Form in Argonaut for my clients to complete and submit digitally and now my colleague, with whom I share a private practice, would like to use the same eForm for her clients. Is this possible, or will she have to create her own eForm within her Argonaut account?"
Argonaut is designed to help you streamline the tasks in your practice, and this includes using the customizable electronic forms (eForms) feature for creating and sharing your Counseling Intake Form with those in your group practice. We already know that creating eForms for your clients to read, complete, and submit to their Client Records online is one simple way to systemize your practice and reduce the amount of paperwork in your office. When clients access their Client Portal and complete your Counseling Intake Form online, Argonaut files the eForms into their Client Record, eliminating paper forms forever. As an extra added bonus, you can also share your blank eForms by changing the eForm settings built into the system. This means that your business partners and staff can use your eForms for their clients, or use your Counsling Intake Form as a template to create their own versions. The following is a description of your eForm visibility settings:
Also in this issue: Argonaut eClaims Update