You have the option to check which intake form is displayed to your client in their portal, if applicable.
To do so, please follow these steps:
1. Click on the Clients tab
2. Select the client
3. Click on the Todo List tab
You will be able to view:
The list of intake forms and/or waivers displayed in the client portal under the Todo List section
The deadline by which each intake form or waiver must be completed
