Permissions: You must have Organization Administration Permissions.
When you send a Client Portal Invite you can select which Intake Forms you would like to include. If there are standard Intake Forms you always want to include, you will want to set those as default Intake Forms. Default Intake forms will automatically select, you can manually add any additional Forms you would like to add.
NOTE: Form must be copied over to the Client Portal in order to set it as a default.
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.
- The selected Forms will now default as checked when you send Intake Forms via Client Invitations.