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How do I send surveys and forms to clients?

Lex Joyal avatar
Written by Lex Joyal
Updated over a week ago

There are three types of documents that Althea can help you with: questionnaires (include baselines, outcomes, and safety screening), compliance forms for state-regulated programs, and custom forms.

For questionnaires and state compliance forms (OHA forms and DORA forms), clicking the "Notify Participant" button will add the displayed forms and questionnaires to the participant portal and will send an email to the client with a link to that portal.

Custom forms are managed outside the platform, but if you have a link that you would like to include with your client's other forms, the center administrator can create it in their Forms settings.

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