Printing a Blank Intake Form:
- Navigate to the Clients tab within your account.
- Select a client's record.
- Select the 3 dots located in the top right corner of the client record.
- Select Intake.
- Select Print.
Printing a Completed Intake Form:
- Select the Intake Form tab in the client’s record.
- Click View next to the intake form name that you wish to print.
- 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.