Editing a Completed Form

Once a Client completes and submits an Intake Form, it's automatically added to their record and can be accessed via the Intake Forms tab in their record. If the client has submitted a form, but you as the provider need to make adjustments to their submitted form, you can do so by following the steps below:

1. Navigate to the desired client's record.
2. Select the Intake Forms tab.
3. Select to View the form you wish to edit.
4. Once the form has opened, select the Edit icon located in the top right corner of the form:

Note: Editing a completed form will create a new form submission in the client's Intake Form tab time stamped with the date the changes were made. For example, the form submitted on 3/31 was edited by a service provider on 5/17: