You can add an intake form directly from the calendar. If you need someone to update their health information, or if you need to send out a specialized intake form like a COVID-19 Screening Form, you can do it directly from the calendar. You can also send out agreements with your intake form.
- From your calendar, click on the Appointment
- Click Add Intake Form
- Select the appropriate Intake Form and Agreements (if applicable)
- Click Send