We’ve added a new password option for intake forms. This change helps stop the creation of duplicate accounts, especially for new users. This update also eliminates the error message indicating that an email is already in use. Enabling this option will allow password setup and portal access by default when a new client fills out the self-intake form.  After submitting the form, a client profile will be created on the clinic's waitlist.



Here’s how to enable this feature:

  1. Go to Settings in your clinic.
  2. Select Client from the menu.
  3. Scroll down to the Form Submission section. You can find the option to enable password setup in the form.



Here's how it will appear in the client profile section of the intake form:


CLIENT
  • The main email address will be used to log in to the client portal.
  • Disabled if the client is a minor.
GUARDIAN
  • The main email address will be used to log in to the client portal.



Since the client/guardian has already set up their password, they can now log in to their client portal. 

If they need to submit another form, they can log in as a returning client.


Once logged in, the user can submit another form. Be sure to select the correct client to ensure the information prepopulates. If the guardian is also responsible for another client, they can submit an intake form for that client as well.