This article explains how the clients can upload intake forms

How To Upload Intake Forms in Client Profile: 

A.Click on "My Info" on the dashboard menu and click on "Documents". 

B. Scroll down the screen and find the intake forms assigned to you. 

• File - Click on the file name to download the intake form
• Fill in the required information and complete the form. 
• Upload - Click on the upload icon, located under the actions columns, and upload the completed forms to the software.

Don't forget to notify the provider/admin that you have updated the forms. 

Further Actions

• Submission - You can easily track your submission status by checking the "✓" for submitted forms and "x" for forms not yet submitted, under the Submitted Column.
• Status - Review the status of the form, which includes "Completed," "Pending," and "Needs Revision."
• Comments - View the comments left by the admin by clicking on the message icon. If there is a comment, the icon will be highlighted in green.