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How do I Print my Client's Completed Intake Form or a Blank Form?

Rachel W.
  • Updated

Printing a Blank Intake Form:

  1. Select the Intake Form drop-down in the client’s record.
  2. Check the box next to the Intake Form Name that you wish to print.
  3. Click the option to Print.

Printing a Completed Intake Form:

  1. Select the Intake Form tab in the client’s record.
  2. Click View next to the intake form name that you wish to print.
  3. You’ll see a Print icon appear in the top right corner of the form. If you don’t see a new window open, disable the pop up block in your browser.