How to Create an Intake Package

Assuming 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:

  1. Navigate to "My Forms" and click on the desired intake questionnaire.
  2. Click on 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" when done. These 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?

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