Printing a Completed Intake Form

To print a Client's completed Intake Form, navigate to your:

  1. Business Profile. 
  2. Select Clients to open your list.
  3. Search for and select the Client to open their record. 
  4. Select Intake Form to expand the menu. 
  5. Select View to open the Intake Form window. 
  6. Select the Print Icon Screen_Shot_2019-02-19_at_5.11.03_PM.png in the top right corner to open your browser's print preview.
  7. Complete your browser's remaining steps to print the Intake Form.
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