Upload Client Forms and Documents


Only Organizational Administrator(s) can upload client forms and documents

STEP 1: Login to the VTConnect Portal with the credentials established for your account.

STEP 2: Find the link to view and manage client forms and documents. 

Option 1: From the Portal home page, click on the link in the SETUP menu, "View and manage client forms and documents". 

Option 2: From the Organization Tab, click the link under FORMS AND DOCUMENTS, "View and manage client forms and documents". 
STEP 3: Click the "Upload" button located in the upper left corner.
STEP 4: Choose a PDF file from your computer to upload.
NOTE: The maximum file size for upload is 3MB. Only one document may be uploaded at a time.
STEP 5: Enter a Document Name that will be displayed for clients. We recommend choosing a name that concisely describes the form to the client, i.e. Consent for Online Treatment, No Show Policy, etc. The Document Name can be edited later if necessary. 
STEP 6: Select the Document Type, either Required e-Signature, Informational, or Client Upload. The options are explained in detail below:
Required e-Signature Document(s) will be immediately added to the registration process for all new clients and all existing clients will be required to sign on their next VTConnect App or Portal login.
For new clients using Front End Client Registration: The e-signature is captured during the registration process:
For new clients created using Back End Client Registration: The e-signature is captured during the Establish Credentials process:
For existing clients: The e-signature is captured either the next login to the VTConnect App (must have the latest app version installed - VTConnect 3.2.7) or on the next login to the VTConnect Portal.
When logging into the App, they will be presented with the following:
When logging into the Portal, they will be presented with the following:

Informational Document(s) will be added to the list of Forms & Documents that your logged in clients can view, download and print.

Client Upload Document(s) will be added to the list of Forms & Documents that your logged in clients can download/print/scan & upload completed versions to your VTConnect Portal.

STEP 7: Enter Form Instructions if desired. These instructions will be displayed to the client. 
STEP 8: Click the blue "Create" button located on the bottom right to save the document.