Is there a way to review an Intake Form?
I see that I can print the form to see how it looks, but I’d like to see exactly what the client sees when they fill out the form on the Portal Account.
Solved
Intake Form Review - TheraNest
Best answer by kaylawilson
Hi Alicia!
That's a great question. While you can print an intake form to review its content, the best way to see exactly what your clients will experience is to create a test client using your own email address. This allows you to:
- View the intake forms as a client sees them
- Experience the Client Portal from the client's perspective
- Test the intake and onboarding process from start to finish
- Determine which Client Portal settings you would like to enable or disable for your clients
Many providers find this to be a helpful way to become familiar with the client experience before sending forms to actual clients.
Let us know if you have any other questions! 😊
Hi Alicia!
That's a great question. While you can print an intake form to review its content, the best way to see exactly what your clients will experience is to create a test client using your own email address. This allows you to:
- View the intake forms as a client sees them
- Experience the Client Portal from the client's perspective
- Test the intake and onboarding process from start to finish
- Determine which Client Portal settings you would like to enable or disable for your clients
Many providers find this to be a helpful way to become familiar with the client experience before sending forms to actual clients.
Let us know if you have any other questions! 😊
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