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Sending intake forms and documents to clients
Sending intake forms and documents to clients
How do I send the intakes to my client?
Jamie Frew avatar
Written by Jamie Frew
Updated over a week ago

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:

  1. Navigate to the Client page

  2. Go into the Client Record

  3. Select the more action button on the upper right corner

  4. Select documents to send

  5. Click Save

  6. 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:

  1. Navigate to the Templates page

  2. Copy an existing template or select Create new template on the upper right corner

  3. Copy and paste your document

  4. Choose Intake collection

  5. 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.

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