Intake Wizard

Our new client intake feature takes a few common intake tasks and bundles them together, saving you time! This makes the onboarding or intake process easier for both you and your staff.

Get a quick heads up view of the progress, be alerted of and resolve any missing tasks or inform the client to complete them in their client portal. Most of it is collected during the registration process.

In this Article:

Intake Tool

To open, you can get there two ways:

1. Home

  • At the top right under Client Management click Intake Wizard

2. Clients List

  • Click group Clients (left menu)
  • At the top right click the icon (shown below)

  • From there, you'll see the intake tool
  • Read on for more information about this handy tool!

Intake Icons & Tasks (progress)

  • On the left you have new clients listed here
Note: Click on a client's "card" on the left to display their intake progress on the right.


Above we show the intake completion percentage, as well as colored icons indicating completion status. From left to right:

person Client Portal: The client portal account setup status, ability to resend an invite
calendar_today Appointment: if an appointment is scheduled or not, you can also schedule from here
article Insurance: Their current insurance or private pay status, can also be added or updated here
description Online Forms: Completion status of assigned online forms & standard client documents
credit_card Credit Card: Verify if a card is already on file, or to add a card


Intake Tasks (Progress)

  • After clicking on a client, to the right you will see the intake details
  • They are in the same order as above

Example of a client's intake progress with 100% completion:


Example of a client with missing information:


Client Actions:

At the top right of each intake progress for a client, we display the following buttons and options:


person Profile:

  • View client's Profile
  • Mark Active (removes client from this list)
  • Mark Inactive (removes client from this list)

forum Communication:

sort Filters

At the top right, you can click the filter button to re-arrange the list in different orders:

Filter options include both ascending and descending order (click to toggle):

  • Date client was added
  • Therapist
  • Appointment (whether or not one is set)
  • Completeness (%)