How can I view medical / intake form data for my clients

< All Topics

To view your client’s medical or intake form data, go to your client’s profile by going to Contacts.

Click on the name of person. Once you are on the client’s profile, click on View Intake Form tab.

The information that you will see is the most recent medical/intake form of your client.

If you need any further help with this, please email

Table of Contents