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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?"Share your counseling intake form with colleagues

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:

Share Settings:

  • All clients with eForms permissions ON: All clients in the entire group practice with eForms turned on may fill out and view this form.
  • All clients: All clients in the entire group practice may fill out and use this form even if their eForm permission is turned off.

Non-Share Settings:

  • My clients with eForms permission ON: Only those of your clients with eForms turned on may fill out and view this form.
  • All my clients: All of your clients may fill out and see eForms even if their eForm permission is turned off.
  • Nobody: Use this visibility to make the eForm invisible to everyone. This is useful, for example, when you have made a new version of an eForm and want to make sure that everyone uses the new form (and not this one) in the future.



Also in this issue: Argonaut eClaims Update

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