Client intake forms through portal

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Lynn Roy

• November 10, 2019 16:34

Good Morning,

I am new to SP.  In the recent past, I have been able to select which intake documentation I wanted to include to send through the client portal.  Now, my intake form does not allow me to select it.  Not sure what I may have changed, but would appreciate any feedback.  thank you.  Lynn

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  Gillian

  • November 13, 2019 18:33

  Hi Lynn, I'd be happy to help. If you're not able to select an intake form to send to a client, it's likely that the intake form has already been sent, but not filled out. You can check to see what has been sent to the client's Portal under the Shared With Client section on the client's chart. 

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  Ana M. Lastra Abromavage

  • August 14, 2020 00:22

  I just created a new form to share with a client but even when I select it, it wont go into my client portal for sending to clients. It is an assessment questionnaire.

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  Gillian

  • August 17, 2020 21:41

  Hi Ana, to send a new Intake Questionnaire to a client, go to the Share button on the client's Overview page and select the new form. Let me know if you're still having trouble getting this form sent to your clients - we're here to help.

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  Ana Perez

  • November 02, 2020 21:47

  The Safety Plan under Assessments is checked off in my Portal but it is not appearing under my Forms so I cannot send it to my client.

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  Ana Perez

  • November 02, 2020 21:50

  The Safety Plan does not appear in my Shared Documents & Files even though it is checked off an one of the forms in my Notes & Forms. Therefore I cannot send it to my client.

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  Gillian

  • November 04, 2020 18:47

  Hi Ana, I'd be happy to help. Under Settings > Notes and Forms, open the Safety Plan, and change it from an Assessment to an Intake Form. That will allow you to send the form through the Share button. 

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  Michele Jones-Fassett, AuD

  • March 20, 2021 01:18

  I have multiple intake forms that I need to have patients complete, but it appears that I am only able to send one per email? Is there a way to change this? I do not want to combine all questionnaires into one, and I also don't want to inundate my patients with multiple emails.

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