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SEND GAD AND PHQ

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  • Sara

    Hi Beth,

    Any form can be sent to a client as long as they are labeled an Intake Form. To change a template to an intake form, go to Settings > Notes and Forms > click on the form > select for Intake Form from the drop down at the top > Save. Once the GAD and PHQ are added as intake forms, they can be sent to clients via the Client Portal.

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