Creating Intake Forms for the Client Portal

One of the advantages of subscribing to the client portal is the ability to have your clients fill out Intake Forms online. You can setup your intake form settings by clicking Organization > Client Portal > Intake Forms.

You can disable a form by clicking No under the Send to Client column. 

Use the Change Order column to setup the order that the client will complete the intake forms. For example, if you want the client to read Notice of Privacy Practices before completing Intake Questionnaire.

You can adjust the forms by clicking Edit the forms under the Actions column. Add additional fields by clicking the button corresponding to the field you would like to add. Edit the titles of each filed by clicking the title, adjusting the text, click the checkmark to the right and save the form.

After you have finished editing the form click Save at the top or bottom of the form.

You can also create your own Intake Form from scratch by clicking + New Intake Form.

All TheraNest staff assigned to the client will receive an email after the intake forms are submitted.

Submitted Intake Forms will appear in the client's General Documents tab within TheraNest.

Once intake forms are signed and submitted by the customer they cannot be resent to the customer via the client portal. Even if you create a new intake form. The best way to send a new set of intake forms to your customers securely is via secure messaging. See article here: Send attachments to clients via secure messaging.


When your client creates an account in the client portal they will receive a notification about completing Intake Forms We created this article to walk your clients through completing forms in their client portal account.