PERMISSIONS REQUIRED: You must have Organization Administration Permissions to set default intake forms for the organization.
Default intake forms are forms that clients receive in the Forms section of their client portal when they sign up for a new account via a sign-up link (New Invitation Link). Default intake forms are also sent to client contacts when they are added to the contact network if the client has not been invited to the portal or does not have an active portal account. Default intake forms are set at the practice level and can not be customized for individual clients.
NOTE: Default Intake forms do not affect forms that are attached to portal invitation emails. Organization Administrators can save intake form selections to email invites by clicking the Save Default Message and Intake Form Selections checkbox inside the client portal invitation. Therapists can change which forms are selected when creating a new portal invitation, but only users with Administration Permissions can save form selections for future emails. For more information, see Save Default Message and Intake Form Selections for Portal Invitation Emails.
NOTE: Feature availability depends on your subscription plan.
Select Default Intake Forms
- Click Organization in the primary navigation bar.
- Click Client Portal from side menu.
- Click Intake Forms tab.
- Locate desired added Form and click YES to included it in the default Intake Form packet Clients complete in the Client Portal.
- Click Save.