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Required forms checklist (new clients)

Goal: Ensure required forms are collected consistently and stored in JaneApp.

Where forms are stored

  • To send a form, go to the client’s profile → Online Intake Forms → click the email icon and attach the form to be sent manually.
  • Once a form is completed, it is stored in the client’s profile automatically by JaneApp.

New client — required forms

1) Intake form (automatic)

  • Form: Intake form — Sent automatically by Jane.
  • Action: Confirm it is completed before (or as early as possible after) the first session.

If the client is a child 13 years old or under:

  • Form: Parental consent form.
  • Action: Sent manually by the associate.
  • Storage: Stored in JaneApp in the client’s profile.

3) Release of information (ROI) — if counsellors will discuss the client’s case

If counsellors in the clinic are going to be discussing any particular client’s case amongst the counsellors:

  • Form: Release of Information (ROI).
  • Action: Sent manually by the associate who is the primary counsellor for that client.
  • Storage: Stored in JaneApp in the client’s profile.

If a required form is missing

  • If you notice a required form is missing, please prompt your client to complete the form.
  • The notification for whether forms are complete, incomplete, pending, or sent is in the client’s profile, under Online Intake Forms.
  • Admin may step in to prompt your client to complete missing forms.
  • Sessions with minor aged children should not proceed without a parental consent form
  • Counsellors should not discuss clients with other counsellors without a release of information form.