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Generate a Client Intake Form Link in the Client's Preferred Language
Generate a Client Intake Form Link in the Client's Preferred Language
Updated over 6 months ago

The Client Intake Form can be texted or emailed to the client to fill out. The client's entries will populate directly into the case once reviewed by a worker. This can be done from any tab in the case. CASEpeer now utilizes Google Translate to allow your clients to review the form in their preferred language.

  • Navigate to the open case.

  • Click on the dark green dropdown arrow to the right of the case status bar on the top right of the page.

  • Select Client Intake Form from the dropdown menu.

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  • A pop-up window will appear.

  • Select Generate Link.

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  • Click Copy Link.

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  • Paste the link in an email or text message to the client.

  • The Client can utilize the Google Translate feature in the upper right-hand corner of their Chrome browser to view the client intake form in their preferred language.

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  • Once the client completes the information, they can select the Submit button at the button of the page.

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The assigned worker will now receive a message that the intake form has been submitted and is ready for review.

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