New client portal experience is coming
The Client Portal has been redesigned with an updated user interface. Screenshots, labels, and page layouts shown in this article may differ from what you currently see in the portal. The steps and functionality described in this article remain accurate, and any exceptions will be identified within the article.

Overview

You can send clinician-rated assessments to Client Portal users individually or as part of a package. Form & Assessment Packages allow you to group multiple forms together so they can be sent more efficiently through the Communications tab in the client chart.

This article explains how to create, update, manage, and delete Form & Assessment Packages.

You can also create a default package that is automatically sent to Client Portal users during sign-in, eliminating the need to send packages individually.

Create a Form & Assessment Package

1. In the left sidebar, select Settings.
2. Select the Practice Forms tab.
3. In the left pane, select Form & Assessment Package.
4. Click Create Package.
   

Add Forms to a Package

On the Form & Assessment Package Creation screen:

1. Enter a title for the package.
2. Expand Clinician Rated Assessments.
3. Select one or more forms to include in the package.
4. Click Save.
   

For a complete list of clinician-rated assessments available in ICANotes+, refer to the knowledge base article:: List of Clinician Rated Assessments in ICANotes+

Update a Package

After creating a package, you can modify it at any time by adding or removing forms.

1. Locate the package you want to update.
2. Click the Edit (pencil) icon.
3. Make the necessary changes.
4. Click Save.
   

Create Multiple Packages

You can create multiple packages based on your practice needs. All created packages are available when sending forms to Client Portal users from the Communications tab.

1. Navigate to the Form & Assessment Package section.
2. Click Create Package.
3. Configure the package as needed.
4. Click Save.
   

Delete a Package

You can delete packages that are no longer needed.

1. Locate the package you want to remove.
2. Click the Delete icon.
3. In the confirmation message, confirm the deletion.