If you are in the Essential or Premium plan 👇
Follow these steps to manually send an intake form from the client’s appointment:
1. Click on the client's appointment in the schedule
2. Click on Actions tab
3. Click on Send Intake Form
4. Choose a form from the drop-down box
5. Click on Send
If you are in an older plan (Professional or Business) 👇
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
