Intake forms for new couple from existing clients

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Angela Riesterer

• July 23, 2022 01:51

When making a couple from two existing clients do they need to fill out the intake forms again? Is there a way to merge the intake forms they already filled out into their couple entity?

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  Sara

  • July 25, 2022 18:59

  Hi Angela,

  These clients will need to complete their intake forms again. When either creating individual clients out of a couple client or merging two clients into a couple, documentation does not transfer over since we do not want to assume that the same documentation applies to the new client/couple profile.

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