Completing and Submitting Intake Forms In the Client Portal
When you login to your new Client Portal account you will receive a notification asking to complete the Intake Forms.
If the you click the Never show this again to get rid of the notification, you can always find the link to the Intake Forms in your Profile.
The application will walk you through completing the forms. After you have read the form or completed all sections click the Next button to advance to the next page.
At the top of the Intake Form you can track your progress.
After you have completed the form you will be prompted to Sign & Submit all entered information.
After form has been signed and submitted, you can download the form by clicking Download PDF.
You will also be able to download the form later in your Profile Details page.