Skip to content
CopingCard Help

Fill in a worksheet with a client in session

During a session, while the client shares at least some of their data with you, you can fill in their open worksheet together with them in the portal, for example when they have trouble with it or have not opened the app. It is recorded as filled in by you, with the client.

Fill in the form together

Section titled “Fill in the form together”
  1. On the client’s page, click the Worksheets & documents tab.
  2. In the row of a form the client has not sent yet, click Fill with the client.
  3. Answer the questions together with the client.
  4. Click Submit.

If a required question is still empty, the portal says so and nothing is sent. Answer it and click Submit again.

What happens next

Section titled “What happens next”
  • The form is marked Submitted and Filled in session, and its answers page says it was filled in with the therapist, in session, and names you.
  • The homework it belongs to is marked done by itself.
  • The client can no longer send the same form from the app: it is already sent.
  • A consent is different: it is finished only by the client’s own signature in their app. After you submit it, it stays Awaiting signature, and the homework stays open until the client signs.
Section titled “Related”