To send a Default Form for the client to complete within their portal, navigate to their chart and select the Communications tab.
Expand the Client Portal panel.
Expand the Default Forms menu and select the forms you wish to send to the client for completion. When ready, click Send Form Request Email.
The form(s) sent will appear with the Sent status. When the client has completed the form, the status will update to completed.
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
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Need additional assistance?
Phone: 443-203-5857
Text: 866-301-0085
Email: ticket@icanotes.com
Chat: http://app.icanotes.com
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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.