How to Generate the Client Intake Form Link.
The client intake form can be sent 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.
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.
A pop-up window will appear.
Click Generate Link.
A pop-up window will appear.
Click Copy Link.
Paste the link in an email or text message to the client.
Note: Make sure Client Intake Forms is activated in Account Settings.