Client Intake Form - Direct Access

This feature is intended to be a direct shortcut to immediately fill in client intake information.

When adding a new client, you now have the ability to go straight to the client intake form. To use it, you click on "Add new client" after selecting the appropriate intake form.

Once you have selected your intake form and click on "Add New Client", the below dialog will appear. Fill in all required fields and click on "Submit Form".

If your browser unexpectedly closes, or you navigate away from an open intake form, you may go back to the created client profile and retrieve the form there instead. Look for your client using the search bar OR look for them using Clients> Client List. Once you find your client, go to Care Documentation> Client Forms. You can still manually add the client intake form.