Intake Forms
- Intake Form Overview
- Create an Intake Form
- Access, Duplicate, & Edit Intake Forms
- Send Intake Forms via Client Portal
- Set Default Intake Forms
- Send New Intake Forms to Existing Client Portal Users
- Resend Intake Forms
- Revoke Intake Forms in Client Portal
- Print Blank Intake Forms
- Accept Client Signature on Intake Forms in Client Portal
- Create Mandatory Client Acknowledgement Fields in Intake Form