A definitive guide on how to share Intake Form and JPG Attachment to Waitlist.


Questions answered in this article:

  • How do I share an intake form with the waitlist if I made custom intakes?

  • Can I link an attachment (i.e. JPG) to the notes of a waitlist client?



Sharing Intake Form and PDF Attachment to Waitlist


  1. Choose a Client Name from the Waitlist tab.



  1. On the Clinical Info tab, click the Share button.



  1. On the Share Form modal, select the form you want to share from the dropdown list.



  1. Click the Toggle button of the Client to receive the shared form, and click the Next button.


  1. Click the Share Form button.




Adding an attachment (i.e. jpg) to the notes of a Waitlist Client


  1. On the Clinical Info tab > Client Intake Comments > Click the Insert/Edit image button.



  1. On the Insert/Edit Image tab, Click the Source button > Select image to attach > Click the Save button.



  1. The comments section will show the image attachments.