Once a client has completed and submitted their Intake form, the completed form can then be viewed within the client's record directly in the mobile app.
To view a client's completed intake form:
- Tap the main menu in the upper left corner of the app.
- Tap Clients.
- Search and tap the client's name.
- Tap Intake Forms.
- Tap View next to any submitted intake form for the form to open to view in full.
Note: Only new intake forms can be viewed in full. Legacy intake forms (forms submitted before the custom intake form update on 2/7/23) will display vital information filled out by the client, but it will not open in full.
View the Desktop Directions here: Viewing a Completed Intake Form