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CopingCard Help

See a client's worksheets and documents

Every worksheet, intake form and consent a client was given is on the Worksheets & documents tab of their page, with where it stands. To give a client a form, assign it as homework with the kind Worksheet.

See where each form stands

Section titled “See where each form stands”
  1. In the portal menu, click Clients, then open the client’s page with the eye icon in their row.
  2. Click the Worksheets & documents tab.
  3. To narrow the list, click Pending, Homework, Intake or Consent. To see everything, click All.

The Worksheets & documents tab: forms with their status and the dates they were sent, viewed and submitted, a score, and the Open and Fill with the client actions

Each row shows the form and its version, its status, and the date of each stage: Sent, Viewed, Submitted and Signed. Pending lists the forms the client has not sent yet, and the consents they sent but have not signed yet. A consent in that state is marked Awaiting signature.

A form the client did on paper and sent a photo of is marked Done on paper, with a link to the photo. See Print a worksheet for a client. A form you filled in together with the client is marked Filled in session. A journal the client added for themselves is listed as read only, with the number of entries.

Open a client’s answers

Section titled “Open a client’s answers”
  1. On the Worksheets & documents tab, click Open in the row of a sent form.
  2. To print the answers or save them as a PDF, click Print or save as PDF.
  3. To go back, click Back to the client.

The answers page shows each answer next to its question, who filled in the form, and when. For a worksheet with scoring, it shows the score and the band. For a consent, it shows the name the client signed with and when they signed, or that it still waits for their signature.

Who can see a client’s forms

Section titled “Who can see a client’s forms”

The client’s therapist sees them, and so do the practice’s admins when the client allows practice admins to view their data. A form the client has not sent yet shows no answers: answers stay on the client’s phone until they send them. Forms a client sent stay readable to the practice if they later switch off sharing; open their page from the Homework board then.

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