Paperless Intakes enable you to send clients different consent forms and intake documents to be completed electronically and returned to you before their appointment.
In this guide, we’ll cover:
Send intake documents for the first time
Once you have created a client, you can send them an intake. To do this:
Navigate to the Client page
Go into the Client Record
Select the more action button on the upper right corner
Select sent intake
Select a template in your intake library or choose from the template library
Adjust any titles and text for the email being sent
Or you can also send from within the client list by selecting the intake icon on the toolbar.
Create custom templates
Navigate to the templates page
Choose which collection you would like the template to be saved under
Give the template a title
Click on the '+' icon in the toolbar
Choose the field types you would like to include in your template. For a master guide on the field types click here
Click save template in the bottom right corner
Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on firstname.lastname@example.org.