To print a Client's completed Intake Form, navigate to your:
- Business Profile.
- Select Clients to open your list.
- Search for and select the Client to open their record.
- Select Intake Form to expand the menu.
- Select View to open the Intake Form window.
- Select the Print Icon
in the top right corner to open your browser's print preview.
- Complete your browser's remaining steps to print the Intake Form.
Note:
- Select Save as PDF to save a digital copy to our device. This step will vary from browser to browser, but an option to save as a PDF should exist within the print preview.