If there is missing information on a client’s profile, you can generate the intake form and have them complete it in person or before they come in for their appointment.
Here’s how:
- Open a client profile
- Select Generate Intake Form link
- Choose the desired form from the drop-down menu
- Select the Generate button to open the form in another tab or the Send drop-down menu that will allow you to send it via email, Communicator, or get a shareable link.
Intake Form Generated in Browser
Intake Form Sent via Communicator
Intake Form Sent via email
If you select the option to send via email, you will be redirected to the Campaigns tab where you can edit the template before sending it. 