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

Printing a Blank Intake Form:

1. Navigate to the Clients tab within your account.
2. Select a client's record.
3. Select the 3 dots located in the top right corner of the client record.
4. Select Intake.
5. Select 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.