Overview
CompanyOn allows practitioners and clinics to send online forms electronically to clients before or after care delivery.
Online forms can include:
• Consent forms
• Intake forms
• Assessments
• Questionnaires
• Follow-up forms
• Custom chart templates
Completed forms automatically become part of the client timeline and clinical record.
Important Requirements
Before sending online forms:
• Online Services must already be activated
• A clinic subdomain must already be configured through the My Business module
How to Send an Online Form
Open the client profile
Navigate to the Timeline
Click the Online Forms Icon
Select the form, consent, or template you want to send
Send the form electronically to the client
What Happens Next
Once the form is sent:
• The client receives the form electronically
• The client completes and submits the form online
• The practitioner or clinic is notified once the form is completed
• The completed form automatically appears in the client timeline
Types of Forms That Can Be Sent
• Consent forms
• Intake forms
• SOAP note questionnaires
• Assessments
• Follow-up forms
• Custom documentation templates
How Online Forms Connect to Documentation
Online forms are connected to:
• Consent Templates
• Chart Templates
• Client timelines
• Documentation workflows
Completed forms become part of the permanent client record and can be reviewed later directly from the timeline.
Best Practices
Recommended Best Practices
• Send forms before appointments whenever possible
• Verify client email addresses before sending forms
• Review completed forms before care delivery
• Keep forms simple and easy to complete
• Standardize intake workflows across the clinic
Frequently Asked Questions
Can Consent Forms Be Sent Through Online Forms?
Yes. Consent templates can be sent electronically before care delivery.
Where Do Completed Forms Go?
Completed forms automatically appear in the client timeline.
Will Staff Be Notified When a Client Completes a Form?
Yes. Practitioners or clinic staff are notified once the client submits the form.
Can Custom Chart Templates Be Sent as Online Forms?
Yes. Custom templates can be used as online forms depending on clinic workflows.
Do Online Forms Require Online Services?
Yes. Online Services and the clinic subdomain must first be activated.