To simplify the client form process, we’re updating how you access documents in the Portal. Starting Jan. 30, service authorizations, payment authorizations, and individual service plans (where applicable) will be directly linked to each client instead of being housed in the general resources tab.
You can access these documents by navigating to Portal > Clients > Prospective > Client Name and using the new drop-down menu (three dots on the right side of the page). Blank or general forms will no longer be available under Resources > Forms. This change streamlines the process by pre-populating client information in forms, saving you time and ensuring greater accuracy.
Please watch this video demo below to see a walk through of how to access the client forms in their new location:
We encourage you to familiarize yourself with the updated process before the changes go into effect. If you have any questions or need assistance, our team is here to help—please reach out to your Platform Success team.
Thank you for embracing this improvement as we work to make our tools more efficient and effective for you!