Send New Intake Forms to Existing Client Portal Users

  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

1. Locate Client and open Client Profile.
2. Click General Documents tab. 
3. Scroll down to the Shared Forms section. 
4. Click Share New Forms button.
5. Review/Edit Message and add appropriate Intake Forms.
6. Click Preview Message.
7. Click Share Intake Forms.
8. Your message will be emailed to the Client to alert them to fill out the Forms. 
   

Related Articles

• Resend Intake Forms
• Revoke Intake Forms