Permissions: Can invite clients to the client portal and manage intake forms must be selected in Default Permissions on a per staff basis to create and send Intake forms for staff with Default, Billing and Therapist permissions.
Administration and Organization Administration permissions include Intake forms.
You can print blank Intake Forms for Clients to fill out. After they are filled out you can scan and upload them to the Client's General Documents.
- Click Organization tab in primary navigation bar.
- Click Client Portal in side menu.
- Click Intake Forms tab.
- Click Print for individual Forms, OR click Print All at top.