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




  • 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.

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  • Timothy J. Aycock

    I do I deselect the "Standard Intake Questionnaire Template"? The buttons available are "preview" and "edit"

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  • Deborah Cole

    We all need this information

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  • Michelle Blum

    Yes! How do we deselect once we get to Notes and Forms???? No default buttons are there.

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  • Permanently deleted user

    I have a telehealth form that was the only default and it was not returned by the client and not in the shared area of the clients forms. I want to resend it but in order to do that I have to make another form a default and I dont have another form I want to send to the client. How can we fix this or find our what happened?

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  • Kellum Lewis

    Another version of this question is, How do I include more than one intake form on my client portal? Since I must select one document as default, I've selected the Intake Questionnaire. But if I also want to include the Release of Information Consent, I can't find a way to do it. The website only allows me to select one document (the default) to include in the intake package.

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  • Ruth

    Hi Everyone - Any Intake Forms in Settings > Notes & Forms, with the box checked off, will be available for you to share with clients. In the Settings > Client Portal > Shared Documents and Files tab, you'll want to select one Intake Form to be the Default form. This form, Read-Only Files that have been checked and the Consent Documents that have been checked off will automatically be selected when you Share forms with your clients for the first time. You'll still be able to manually select the non-defualt Intake Forms you've checked the box for in Settings > Notes & Forms, they just won't automatically be selected when you Share forms with individual clients. 

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  • Jill Robinson

    How do you delete a standard consent or intake form?

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  • Ruth

    Hi Jill, although you can't delete the default Consent Documents, you can write over them, or uncheck the box next to them so they're not included in your standard intake packet. To do this, go to Settings > Client Portal > Shared Documents and Files, click Edit to write over a Consent Document, or uncheck the box next to it. If you'd like to delete an Intake Form, you'll want to first make sure that Intake Form isn't selected as the default form in Settings > Client Portal > Shared Documents and Files, then go to Settings > Notes & Forms to click the trash icon next to it. 

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  • Dan Erickson

    I just want to deselect "default" from an intake form I created that I want to keep but don't want it to be the default. But when I go to Notes & Forms it is greyed out and there is no way to just remove the default setting. How do I simply just make it not be the default?

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