View an intake form

Intake Forms can be viewed by admin on the client record. Depending on the Intake Form’s configuration, a list of completed Intake Forms may also be listed on the Dashboard as soon as the client has completed them. This can then prompt you to click on the Dashboard item and allow you to view the completed Intake Form on the client’s record.

Viewing a completed Intake Form on the client record

Steps

1. Navigate to the Clients menu

2. Search for the relevant client

3. Select Client Profile

4. Click on the Notes tab
   

4. Click View Intake Form
   

Viewing completed Intake Form on the Dashboard

If the Intake Form has been configured to raise an Action Requirement on the client record once client completes an Intake Form, then a list of completed Intake Forms will be listed on the Dashboard as soon as the client has completed them. This can then prompt you to click on the Dashboard item and allow you to view the completed Intake Form on the client’s record.

Please refer to Creating an intake form for how to enable this option.

Steps

1. Navigate to the Dashboard menu > Actions tab.