Intake
Articles
- Can I capture medication and medical services in the Client Intake form1
- How can I display client service interests in the Client intake form
- How can I go straight to quick referrals from the client intake screen
- How can I modify section 3 of the client intake form
- How do I configure the Intake form
- How do I do an Intake / Referrals process
- How do I set-up the Intake Prescreen Notification Process
- How do I skip the Client Intake prescreen questions and do them later
- How do I view which clients are still waiting for their prescreen questions to be completed
- How do I work with intake pre-screening questions
- Why don't our prescreener questions appear on the client intake form