Create an Intake Package with Consent Forms Only
When clients only need to sign a consent form bundle, create an intake package containing consent forms only.
To create an intake package that contains only consent forms (no questionnaire), follow the steps below.
- Click My Forms and navigate to the Questionnaires section.
- Click the green box + Create New.
- Enter a Form Name.
- Click Continue.
- You now have an empty intake package that does not contain a questionnaire.
- We recommend adding a field with instructions. Click the green Add New Question button.
- Select the question format Section Title/Note and in the Section Text (Optional) box, type the instructions you wish to give your clients.
- Click the Consent Forms button and select the consent forms you want to include in your package. Note: They will appear in the order you select them.
- Click OK.
- Click Preview to see what the form will look like to your clients.
- Click Send to Client, or three dot icon → Get URL if you want to place the link to the forms on your website.