How do you make a form the default and remove another form that already is?
Answered

Somehow I have a form that is the default in my note and forms file in the intake documents, and I want to get rid of that (but there is no trash can option or edit option).  I want to make a new form the default, but can't figure out how to do either.  I must have known how at one time...

2 comments

  • 0
    Comment actions Permalink
    Avatar
    Jeremiah

    Hi Joey,

    I understand that you want to update your default intake form. You can do this by following these steps:

    1. Navigate to your Shared Documents and Files page (My Account > Settings > Client Portal > Shared Documents and Files).

    2. Under the "Intake Forms and Questionnaires" section, select the intake form which you want to be your default intake form.

     

    Now when you navigate to your Notes and Forms page (My Account > Settings > Notes and Forms), you'll see that the intake form which you selected is the new default intake form.

    If you have any additional questions regarding this, please reach out and let me know.

    Edited by Jeremiah

    Hi Joey,

    I understand that you want to update your default intake form. You can do this by following these steps:

    1. Navigate to your Shared Documents and Files page (My Account > Settings > Client Portal > Shared Documents and Files).

    2. Under the "Intake Forms and Questionnaires" section, select the intake form which you want to be your default intake form.

     

    Now when you navigate to your Notes and Forms page (My Account > Settings > Notes and Forms), you'll see that the intake form which you selected is the new default intake form.

    If you have any additional questions regarding this, please reach out and let me know.

  • 0
    Comment actions Permalink
    Avatar
    Tara Joiner

    I don’t think he meant Intake form. I have this same problem with my privacy practices or HIPAA form can’t recall right this second. But one of them. I will probably have to go in and just manually adjust the default to match the one I use and want to be the default but would be a lot simpler to just uncheck and check or somehow be able to reassign.

    I don’t think he meant Intake form. I have this same problem with my privacy practices or HIPAA form can’t recall right this second. But one of them. I will probably have to go in and just manually adjust the default to match the one I use and want to be the default but would be a lot simpler to just uncheck and check or somehow be able to reassign.