This article explains how to upload intake forms for the facility and manage them effectively.

How to manage intake forms?

Navigate to the Settings tab (left). Go to the Facility Setup and click on Intake Forms. Note: All available intake forms are listed in the Intake Forms list. 

1. The status of the intake forms can be made active (toggle ON) or inactive (toggle OFF).
2. The Action column (right) provides the below features:
   1. Download: Click the down arrow icon to download the form.
   2. Delete: Click the red trash icon to delete the intake form.

How to add a new intake form?

1. Click the Add Intake Form button in the top right corner. A pop-up will appear, as shown below. 
2. Choose whether the form is for an employee or a patient, in the drop-down under "For:".  
3. Choose the desired file under "Browse Intake Form".
   
4. Click the Upload button.