How do I send surveys and forms to clients?
Andrew
Last Update 3 maanden geleden
Great question. Althea is currently set up with two categories: surveys and compliance forms for state-regulated programs. To send these out to clients, you follow two separate processes.
Surveys:
Surveys are sent manually by clicking the 'copy to clipboard' link next to them and emailing or texting them to clients. In the future, we may move this to an automated flow.
Forms (i.e. 'OHA Forms'):
These are sent by clicking 'Send Doc Batch' after you have selected all of the required forms you want to send for that session. Be sure to double check you have the correct forms selected! Once you click 'Send Doc Batch', the system automatically sends those forms to:
1. First, the client to fill out and sign.
2. Then to the facilitator to review with the client and then sign as well.
Once all of that is done, they are uploaded into Althea for review and safe-keeping.