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

To view your client’s medical or intake form data, go to your client’s profile by going to Clients on the left side menu.

Click on the name of the person. Once you are on the client’s profile, click on 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 [email protected].