Intake Forms
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I have created several intake forms, including my own Informed Consent. I am trying to set up what documents are automatically sent to my clients. When I go to "Client Communications" - "Client Portal" - "Shared Documents and Files" - Intake Forms and Questionnaires", it only allows me to select option, when there are multiple that I'd like to send. Is there a way around this? 

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    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. 

    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?

     

    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.

    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.