Papers: Notes, Forms & Files

How can my client sign forms and return them to me?

Make sure your client is invited to iCouch. In your People section, if you see a "Secure Message" option near their name, that means they have created a client account. If not, you'll need to Invite them (or re...

Introduction to Papers

What to upload files to securely store them in iCouch? Want to create forms for progress and psychotherapy notes? Want to create a blank document as you might in Microsoft Word? The iCouch Papers feature is exa...

How to Send Clients Forms to Complete

The Form Template Manager is where all of your template documents will live, within the Papers tab. Let’s look at how to send a form to a client so that they can fill it out and sign it: From the Papers tab on...

How to use the iCouch Form Library

The iCouch Form Library gives you a bunch of pre-made options to create a form, and allows you to edit them to customize for your practice needs. Here are some helpful tips: Using a Form from the iCouch Fo...

Uploading a File to iCouch

You might already have some files that you’d like to upload into iCouch. iCouch let's you upload any kind of file -- anything from PDFs to movies. Let’s take a look at how to do that. In the Papers tab, yo...

How to Create a Form

You can create a form to send to your clients, who then can fill it out and sign it. These steps will show you how: Selecting a Form from the iCouch Form Library Check out our growing list of form tem...

Creating a Form From Scratch

You may wish to make a blank form instead of using on of the templates from the iCouch Form Library. It’s a great option if you want to have full control over making your own form template from scratch. Here ar...

Creating a Custom Form

If you want to create a customized form for clients to complete, or for your own progress notes, check out the details below: Starting from Scratch You can create a template to use over and over again...

How to Complete Your Own Forms

Once you’ve created some form templates, there are a few ways you can use them. Most of this depends on whether the form is for your note-taking use, or if the form needs to be completed by a client. If you’re...

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