Custom Forms are a great way to gather information from your clients. To do this ahead of appointments you can make publish your Custom Forms in the Client Portal.

Go to Custom Forms > Manage All

You should see "Copy to Client Portal" button. Click button.

These forms will now be included with intake forms for the Client Portal for new clients.

If you wish to send forms to existing clients you can do so via attaching to a secure message. Learn more here

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