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 documents to send
Click Save
Or you can also send from within the client list by selecting the intake icon on the toolbar.
Create custom consents and documents
Once you have created a client, you can send them an intake. To do this:
Navigate to the Templates page
Copy an existing template or select Create new template on the upper right corner
Copy and paste your document
Choose Intake collection
Click Save template
Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.