Reject an Intake Form

Sometimes you need to send an intake form back to your client, asking them to update or fix something. PracticeQ allows you to do that with the "Reject Form" feature.

1. Click Lists → Intakes.
2. Locate the form and click the View button.
3. Open the More dropdown menu on the right and select Reject Form.

   

4. If you wish to add comments to individual questions, answer Yes in the window that displays.
5. PracticeQ will display an Add Comment button for each question. Add the necessary comments and click Save.
6. Click Continue at the bottom of the page.
   
7. Before sending the form back, you may include a message to your client, explaining why you are sending the form back.
   
8. Enter the message and click Send Form Back.
9. Your client will receive the form back, along with your comments and instructions.

Note: Your client will not lose any of their previously entered responses when you reject their forms.