Intake Form Overview

Jump to Section:

Intake Form FAQs

1. Can Intake Forms be Uploaded?
   Not at this time. Intake Forms must be created within My Clients Plus.
    
2. Can I send Client specific Intake Forms?
   You can create Create Custom Intake Forms and Set Default Intake Forms 
    
3. Can I (Provider) electronically sign Intake Forms?
   Not at this time. Forms can only be signed by Clients and then they are uploaded as PDFs to the Client's General Documents. 
   Alternatively, you can print that PDF, sign it, scan it and upload it back into their General Documents.
    
4. Do Intake Forms fields populate into a Client's Details or Demographics in My Clients Plus?
   Not at this time. The Intake Form comes into My Clients Plus as a PDF, the fields are not mapped to the Client's Profile.
    
5. Will Forms Save if the Client logs out and returns later?
   As long as they click Save & Next within two hours, their information will be saved.

Staff Intake Reference Articles:

• Create Custom Intake Forms (Admin)
• Add/Copy Over Forms to Client Portal (Admin) - Make desired Forms available to choose when sending Intake paperwork.
• Set Default Intake Forms (Admin)
• Allow Staff to Invite Clients to Client Portal (Admin)
• Invite Client to Client Portal & Send Intake Forms

Client Intake Reference Articles:

• Create Client Portal Account & Complete Intake Forms