Create an Intake Package

If you already have an intake questionnaire and one or more consent forms created in your account, follow the steps below to add the consent forms to an intake package.

View the video here or follow the steps below.

1. Click My Forms and open the desired intake questionnaire.
2. Click the Consent Forms button located in the toolbar above the form editing section.
3. Check the forms you want to attach to the intake questionnaire in the order you want them to appear.
4. Click Save. 

The checked consent forms will now be included on the intake questionnaire when sent to clients.

Consent forms will show up at the top of your intake package by default, but some users prefer them to be at bottom, after the main questionnaire. To move the consent forms to the bottom, see the following article: How Do I Place Consent Forms at the Bottom of an Intake Package?