TheraNest users with Administrator access have the ability to resend intake forms to clients. This is a great tool to use if you need to give your clients a push or a reminder to fill out forms. 

  1. Navigate to the client's General Documents tab
  2. Scroll down to the Shared Forms section. 
  3. Click Resend next to the forms you want to send. You can mark the boxes to the left of the forms to select multiple form packets at once. 
  4. Look over/edit notification message to Client 
  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 learn how to Revoke Intake Forms

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