Set Default Intake Forms

  Permissions: You must have Organization Administration Permissions.

When you send a Client Portal Invitation you can select which Intake Forms you would like to include. You may also set Default Intake Forms to be selected for each invitation.

Select Default Intake Forms

1. Click Organization in the primary navigation bar.
2. Click Client Portal from side menu.
3. Click Intake Forms tab.
4. Locate desired added Form and click YES to included it in the default Intake Form packet Clients complete in the Client Portal. 
5. Click Save.
   
   
   
6. The selected Forms will now default as checked when you send Intake Forms via Client Invitations.
   

[Back to Top]