TheraNest users with Administrator access have the ability to send new or additional intake forms to clients once they've completed their original intake form packet. This is a great tool if you need to send your clients forms throughout treatment. 

  1. Navigate to the client's General Documents tab
  2. Scroll down to the Shared Forms section. 
  3. Click Share New Forms 
  4. Mark the box next to the forms you wish to send on the right. You may include a customized message to the client as well in this window. 
  5. Click Preview Message
  6. Click Share Intake Forms
  7. Your email notification will be sent to the client to alert them to fill out the forms. 

Click here to resend forms
Click her to revoke forms

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