Creating Intake Packets

Creating Intake Packets

Step 1: Design the individual surveys that you'd like to include in your intake packet.

Directions for creating custom surveys can be found here (Designing Custom Surveys)

Step 2: Navigate to the Packets tab within Surveys & Packets, and click + Add New Packet


Step 3: Enter the details for your packet.

Packet Name
  1. Name that will be listed when selecting the packet for sending
Packet Description
  1. Descriptive text to remind you what's included in the packet and/or what the packet will be used for
Email Subject
  1. The subject of the email that will be sent notifying the client that they have a packet requiring their completion. 
Email Body
  1. This information will be displayed in the body of the email address along with a link for the client to login to their portal to complete the packet. 

Step 4: Check off "This is an intake packet" button 

By checking off this button, the system will then be able to keep track of whether or not the client has been sent an intake packet and whether they've completed the intake packet. For more information, please see the following article: Viewing the Client List.

Step 5: Click on the "Surveys" tab underneath "Properties" and check the boxes next to the individual surveys that you'd like to include in the packet. 



Step 6: You can re-order the surveys within the packet by clicking on the two lines in the "Order" column and dragging it to the desired place. 



Step 7: Press "Save Changes"! You have now created an intake packet, which can be sent to clients from within their client profile, from a session note, or from an appointment on the calendar. 

If you'd like to create an intake cohort, which will allow you to send intake packets at the same time you create a new client, you can do so by following the instructions here: Creating a Cohort to Schedule-Send Packet

Lastly, here's a video outlining the process from start to finish! 


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