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Intake Forms

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8 comments

  • Ruth

    Hi Marcy, that's correct, you can only select one Intake Form as your Default. The rest can be manually checked off individually when you Share documents with a client. However, there's only one Intake Form that will be automatically selected when you Share documents with your clients. 

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  • Jacqueline F. Dahan

    Is this something that will be remedied? It seems choppy to have to send multiple emails to a patient we are starting with. Why can't we just send all intake forms at once?

     

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  • Nicole Johnson

    You can send multiple documents at once. You can set up the one you want for the default and then before sending it, you scroll down and check any other documents you have made available for the portal and check them to send them in the same email. If you haven’t set yourself up as a client to test everything out (I use a fictitious name), then you might want to try it out to see how it all works.

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  • Ruth

    Hi Jacqueline, Nicole is right! When you send your intake packet to your clients, you can check the boxes for additional forms listed under Questionnaires. Here's a screenshot:

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  • Tracy Morris

    Is there currently a tech problem with this feature? I've been able to create my own fillable forms in the past and send them without problem. However, this week, nothing seems to be working for this -- How can I find out if there is a tech issue or if it's user-error?

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  • Ruth

    Hi Tracy, please try to clear your browser cache, then try to go to Settings > Notes & Forms to see if you're still unable to create new forms. Here's how to clear your cache: https://support.simplepractice.com/hc/en-us/articles/207875046-Clearing-your-browser-cache . If that doesn't help, please reach out to our Customer Success Team by submitting an email Help Request.

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  • Terri Eidem

    I have created my own intake forms and need to make edits.  Is there a way to do this that I seem to not be able to find?

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  • Ruth

    You'll want to go to Settings > Notes and Forms and click on the Intake Form Template you'd like to edit and make changes! If you can't edit it, please reach out to our team for help. Click on the ? icon in your account > Get Help > No > Contact Support > Send an Email Request! Here's more on how to email us for further investigation: https://support.simplepractice.com/hc/en-us/articles/360002795252-Logging-in-to-SimplePractice-and-submitting-help-requests !

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