Permissions

You must have Organization Administration permissions to send clients intake forms.

Sending Forms for the First Time to a Client

You can choose which forms you want to send to a client when you invite them to the client portal. See article here how to send an invite with intake forms. 

Resend Forms

If you need to send the forms again for any reason follow the steps in this on how to resend forms. 

Send Different Forms

If you want to send forms throughout treatment or a new form the client follow the steps int his article here on how to send new intake forms to existing client portal clients. 

Did this answer your question?