Adding additional, changing or deleting Client intake information.

From the main Client page under the tab titled "Details," you will be able to change any of the information that you entered when you went through the new client intake. Every form that you filled out during the client intake is available as a dropdown item. From here, you can select the form you want to modify and edit the contents.

This also includes any custom intake forms you or your clinic may have created and applied to the client. You may add new custom forms you would like to apply to this client by clicking on the Manage link within the Custom Intake Forms section.

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