About the class
In the Paperless Intakes class, we'll discuss the best practices for setting up the different types of Intake documents and Consent forms you can share with your clients electronically.
In this class, we’ll cover:
- Part 1. Quick tour of sharing intakes
- Part 2. Customize intake documents
- Part 3. Template library
- Part 4. Template builder
Helpful guides
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Part 1. Quick tour of sharing intakes
In Part 1, we'll review how to share intake forms with your client. We'll preview what the forms look like from the client's perspective. Last, we'll review how to access the completed forms in the client files.
Part 2. Customize intake documents
In Part 2, we'll walk through the entire process of customizing your intake documents and using other helpful forms and templates.
Part 3. Template library
In Part 3, we'll do a quick preview of how to access the template library and the template options available there.
Part 4. Template builder
Agenda: Review how to edit a template
In Part 4, we'll review more details about how to edit a template using the template builder.
Helpful guides
- Sending intake forms and documents to clients
- What pre-built templates are available in SimplePractice?