Process Mapped Fields for Previously Submitted Forms

Setting up the mapping will take care of all future intakes, but what if several intakes were submitted before you configured the mapping? Once a questionnaire is mapped, you can process all previously submitted intakes to populate to the client profiles.

1. Click My Forms. 
2. Open the Intake Questionnaire or Treatment Note you wish to process.
3. Click the three dots on the toolbar and click Settings.
4. Select the Mappings tab.
5. Click Process Submitted Intakes.

Note: The process may take a few minutes to complete, depending on the amount of existing intakes.