Send New Intake Forms to Existing Client Portal Users

PERMISSIONS REQUIRED: You must have Organization Administration Users Permissions. 

Once a Client completes their Initial Intake Forms, you can send additional Forms for them to fill out if desired.

Send New Forms

1. Locate Client and open Client Profile.
2. Click General Documents tab. 
3. Scroll down to the Shared Forms section. 
4. Click Share New Forms button.
5. Review/Edit Message and add appropriate Intake Forms.
6. Click Preview Message.
7. Click Share Intake Forms.
8. Your message will be emailed to the Client to alert them to fill out the Forms. 
   

Related Articles

• Resend Intake Forms
• Revoke Intake Forms