You can easily share intake forms and documents with minor clients and their associated contacts via the Client Portal.
In this guide, we'll cover:
Sharing intakes for a minor client
If you've entered an email address for the minor client or their contact(s) and have set up your Client Portal, you'll see the option to send intakes during the process of creating a new minor client. This process is divided into three steps.
Client Items
- Choose which forms to send to the client and/or associated contact(s)
- After making your selections, click Continue to Email
Compose Email
You can customize the email that will be sent along with your practice documents
Note: To adjust the default text of this email for your entire practice, go to Settings > Client notifications > Email. Click the pencil icon to edit the Welcome email and customize the default emails for both clients and contacts. For more information, see Sending intake forms and documents to clients.
- Review the email content and make any changes
- Click Continue to Review
Review & Send
- Confirm which client and/or contact(s) will receive Client Portal access and which items are being shared
- Click Share & Send Now
If you didn't share intakes when creating a new minor client, you can do so later. For details, see Sending intake forms and documents to clients.
Sharing documents with a minor client
When a document is shared with a minor who has a contact, you'll have the option to choose whether the client, the contact, or both receive the document in their own Client Portal. To share a document with a minor and/or their contact(s):
- Navigate to the client’s Overview page
- Click Share
- Select whom you want to share items with
- Click the green checkmark to deselect someone
- Once you're satisfied with your selection, click Continue to Share
You can then select items to share with the client and/or their contact(s) via the Client Portal.