Once a Client has an Intake Form on file, they will no longer automatically receive a new one to complete.
You can manually resend one from their record for updating.
To resend an 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 Send Request to Update.
Just like completing a new Intake Form, the updated version will populate in the Client's record for viewing.
Note: If you've added or removed questions from the Intake Form since the Client originally completed it, those updates will be reflected on the copy that's resent.