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How to Use Forms, Measures & Worksheets?

Learn how to send forms, measures, and worksheets to your patients, review their responses, and track progress in Berries.

Berries makes it easy to send forms, consents, clinical measures, and worksheets directly to your patients, collect their responses, and track progress, all in one place.

With over 90 ready-to-use documents, including intake forms, PHQ-9, GAD-7, and CBT and DBT worksheets, you can support your patients before, during, and between sessions.

1. Explore Available Documents

You can browse the full collection of documents in the Template Library, under the Forms, Measures, and Worksheets tabs. Add your preferred documents to My Library to easily find and send them later from the Documents tab on any patient page.

2. Send Documents to Your Patients

  1. Navigate to the Patients page and select the relevant patient.

  2. Open the Documents tab.

  3. Click Send Documents and select the documents you would like to send.

  4. Send the document to your patient by email.

Your patient will receive a link to complete and sign the document, without creating an account.

3. Review Responses and Track Progress

Once your patient submits a document, their responses are automatically saved to their chart.

To review completed documents, open the patient's Documents tab and select the relevant document.

Supported clinical measures, such as PHQ-9 and GAD-7, are scored automatically, allowing you to review results and track progress over time.


Schedule a Free Consultation Call

Our experts will help you get the most out of Berries and answer any questions you might have. Schedule your free consultation call here.

For any further questions, feel free to reach out to us at [email protected]. We are here to help and honored to support you in your truly important work.

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