Clients

Send any worksheet to a client in seconds, with no client accounts and no client data stored.

How it works

1. Open any worksheet in the library.
2. In the download box, choose Create client link and copy it. Pro includes 30 links a month; Advanced is unlimited.
3. Paste it into an email, text or your practice portal.
4. Your client opens the link and downloads the fillable PDF. The link works for 30 days.

Why no client portal?

Completed worksheets often contain personal health information. Keeping them between you and your client, in whatever secure channel you already use, keeps your privacy obligations simple under PIPEDA and provincial health-privacy laws.

See plans