E-Documents: how hosts can fill out an E-Document

Support Center > About SecureVideo Features

Published 04/15/2019 at 11:31pm UTC

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E-Documents is a customizable feature allowing organizations to easily build forms for users to complete electronically. While E-Document users often include patients and clients, they may also be used by the host of the session. Users with an Account Administrator or Clinical Supervisor role can create/edit as many templates as needed, and delete templates as well. Common uses for these E-Documents include intake forms and patient care forms. For a good overview of this feature, please see the video recording of a webinar we hosted on e-documents.  


This support article illustrates how a host can fill out e-documents on the account. 


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Hosts can assign a document packet to themselves after scheduling a session, or a Scheduler can assign a document packet to the host after scheduling on their behalf.

1. On a created meeting, click the "Manage" button.

Meeting panel example; header has date and time. Arrow pointing at "Manage" button.



2. From the menu that appears below, select "Host Documents". 

Arrow pointing at "Host Documents" in the drop-down menu



3. The default is "No Documents". Click on this name to see available packets, and then choose the document packet that you want to have available for the host to fill out. 

"Show Host Documents" field, arrow pointing at "No Documents" (current selection) and then "Provider Packet" (new selection)



4. Click "Update" when the selection is correct.

"Show Host Documents" set to "Provider Packet". Arrow pointing at "Update" button.



5. Documents included in that packet (and their requirements, if any) will now appear to the host below the session panel. 

"Session Documents" section, showing a document called "Provider Assessment" for the provider to fill out post-session



6. If the document is required pre-session, the host will need to click the "Submit" button to fill out the document before the host is allowed to enter the session. If the document is required post-session, the dashboard will redirect to the document after the host has entered the session. 

Submit button



This article was last reviewed by our Support team on May 9, 2024.