Scheduling and adding intakes

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Lourie Bonsu

• September 28, 2022 17:39

Hello, I have been trying to schedule clients but realize I need to send them intakes and acessements forms, how do i access the intakes and resend to clients?

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  Sara

  • October 05, 2022 21:34

  Hi Lourie,

  To send clients intake forms, go to the client's Overview page > Share > select the forms > Share Now.

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