Permissions

TheraNest users with Administrator access have the ability to send new or additional intake forms to clients.

Before You Begin

This article covers how to send additional forms to clients after the initial intake forms were sent. If you have not invited a client to the portal and sent the initial forms click here. 

Send New Forms

  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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