How to Send an Intake Form to a Client

TheraPlatform offers a library of intake forms, which you can modify or build your own from scratch. Once you enable intake forms under Settings< Forms< Intake, you will be able to send them to your clients.

There are two ways of sending intake forms to your clients:

• You can send intake forms to your client when adding a new client to your caseload.
• You can send intake forms at a later time when the client is already on your caseload.

How to send intake forms when adding a new client

Step 1: Click on Clients.

Step 2: Click on Add.

Step 3: A pop-up box will open, where you can enter the client's information.

Step 4: To send the intake forms, select all the intake forms you wish to send in the field Intake Forms

Step 5: Click on Save changes.

How to send the intake forms to existing client (at a later time)

Step 1: Click on Clients.

Step 2: Click on the eye icon next to the name of your client or start typing the name of the client in the top search bar Clients. Select the name of the client and this will open the chart.

Step 3: Click on Documents.

Step 4: Click on Intake Forms.

Step 5: Click on Send Intake Forms button and select forms you wish to send.

Step 6: Click on the Share Now button to send them.

Important: After your forms are sent, your client will be able to complete these forms after the client signs in to his/her portal in your TheraPlatform. When forms are completed, they will be automatically save under your client’s chart. You can view the filled-out forms in the chart, under Documents< Intake Forms.

Note: Intake forms need to be set up by the administrator of the account. If the administrator did not set the intake forms, you will not see these intake forms when adding a new client. They will not show under the "Send Intake Forms" tab either. The administrator can customize and create new intake forms using templates from the library or creating new forms.