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Take Electronic Forms to a New Level: Integrating Electronic Forms Into Client Sessions


You already know that using online electronic forms can help  you create a paperless office. For example, developing your own Intake Questionnaire, Fee Agreement, and Integrate e-Form Assessments into Psychotherapy with Argonaut SoftwareInformed Consent forms can be done seamlessly with Argonaut's consolidated e-Form with Client Portal  system.  But electronic forms can be used for more than collecting information outside of your sessions with clients.  Consider taking your electronic forms to a whole new level by integrating them inside of the  therapeutic environment.    

Most of our Argonaut subscribers are using e-Forms to collect vital pieces of information by having clients complete and submit the forms prior to their upcoming appointments. A few therapists, however, have optimized their use of e-Forms by creating assessments designed to be used throughout the meeting with the client.  When you develop a new e-Form, you can choose from different visibility options.  You can either allow your clients to have access to the e-Form, or you can set it to "Therapist Only" visibility.  This "Therapist Only" visibility provides you with the opportunity  to use assessment e-Forms that only you can access, and then complete, while speaking with your client in the moment.  By using your computer, a tablet, or an iPad, you can enter your notes and answer the assessment questions digitally, instantly transferring the information into the client's permanent electronic health record.  You can even make it more practical by using a stylus pen or tablet pen, allowing you the feeling of writing with pen and paper, but without the hassle of having to either scan your assessment form to a digital format or finding a home for it in a file cabinet.   By integrating your assessment e-Forms into your sessions, you are one step closer to creating a truly paperless office.


Also in this issue: 9 Reasons I Can't Go Paperless: The Myths and Realities of a Paperless Therapy Practice

Related article: Going Completely Paperless: 6 Tips to Streamline Your Psychotherapy Practice Even Further