How to assign intake templates to a client

assigning an intake template allows you to send forms, assessments, or consent documents directly to a specific client once assigned, the client can complete the form from their portal step 1 open the client profile 1 go to clients 2 search for and click the client’s name 3 open the intakes tab you’ll see all intake forms already assigned to this client, grouped by all assigned submitted void step 2 click “assign” in the top right corner of the intake forms section, click + assign this opens the assign intake panel on the right step 3 select a template in the assign intake panel 1 under template , select the form you want to assign examples notice of privacy practices insurance information form phq 9 assessment emergency contact form any custom intake or assessment template 2 (optional) set a due date if you want the client to complete it by a specific date step 4 confirm the assignment click assign the form will now appear in the client’s intakes tab with a status of assigned what happens next? the client can access and complete the form from their portal once submitted, the status changes to submitted you can track progress directly from the intakes tab if needed, you can void or manage the form from the same section