This article explains how you can assign and manage staff intake forms. 

Assign Staff Intake Forms

All intake forms that have been added under Settings as Staff Intake Forms can be accessed here.

You can assign these forms to your staff members by following the steps below:

1. Navigate to the staff profile and access Intake tab in the end. 
2. In the desired intake form access the 'Assign' toggle.

Manage Staff Intake Form

To complete the forms, they should download them, fill them out, and then upload them to the system. 

When forms are submitted, you (admin) will receive an email and a notification. Navigate to the intake tab and follow these steps:

1. Review Status: Select from the status options: "Completed," "Pending," and "Needs Revision."
2. If the form hasn't been reviewed, choose Pending. 
3. For forms that are good to go, mark them as Completed.
4.  If revisions are necessary, select "Needs Revision," prompting the staff to make the required changes.
5. View: Click the Eye button to view and review the submitted form.

Please note: If the provider has not uploaded the intake form, these options will not be available.