Manually Send an Intake Form

Follow these steps to send an intake form manually:

1. Click on Charting

2. Go to the Charting tab 

3. Click on Files

4. Choose a client name from the list or by searching it in the Choose a client drop-down box

5. Click on Send Intake Form

6. Choose an Intake form and the professional for whom you are sending it

7. Click on Send

Your client will then receive an email with the link to access the form: