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.
Once a Client completes their Initial Intake Forms, you can send additional Forms for them to fill out if desired.
NOTE: A Client must create their Client Portal account before you can resend, revoke or share new Forms. If they have not created their Client Portal account you can invite (or re-invite) them.
Send New Forms
- Locate Client and open Client Profile.
- Click General Documents tab.
- Scroll down to the Shared Forms section.
- Click Share New Forms button.
- Review/Edit Message and add appropriate Intake Forms.
- Click Preview Message.
- Click Share Intake Forms.
- Your message will be emailed to the Client to alert them to fill out the Forms.