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


How To Manage Intake Forms:

A. Once you've added a new staff, you will need to upload the necessary intake forms. To do this, access the "Intake Forms" module within the Settings facility.



B. After creating and uploading the intake forms, you can assign them to your staff by following these steps. 

  1. Navigate to the staff tab and click on the employee's name. 
  2. Click on Intake. 
  3. Toggle on the 'Assign' option. 


C. Providers can find their intake forms by clicking on 'Intake' under "Biographics" 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, you (admin) will receive an email and a notification. Navigate to the intake tab and follow these steps:

  1. View: Click the eye icon to review the uploaded intake form. 
  2. Review Status: Select from the three status options: "Completed," "Pending," and "Needs Revision." 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 staff to make the required changes.
  3. Comment: Once the intake form has been submitted by the provider, you will be able to comment by click on the comment icon. 
Please note: If the provider has not uploaded the intake form, these options will not be available.