This article explains how you can enable the clients to fill and submit intake forms via patient portal. 

How To Manage Intake Forms:

A. Upload the necessary intake forms Once you've added a new patient. To do this, access the "Intake Forms" module within the Settings facility.

B. After creating and uploading the intake forms, assign them to your patients by toggling the 'Assign' option. Don't forget to notify your clients by sending a message through the system. The review status can be changed and view or add comments.

C. Patients can find their intake forms by clicking on 'Documents' under "My Info" in their portal. To complete the forms, they should download them, fill them out, and then upload them to the system. 

D. When forms are submitted, the admin will receive an email and a notification. Click on the form and it will redirect you to the "Intake Form" page where you can review it. You'll find three review status options: "Completed," "Pending," and "Needs Revision."

E. If the form hasn't been reviewed, choose Pending. For forms that are good to go, mark them as Completed. If revisions are necessary, select "Needs Revision," prompting the patient to make the required changes.