SimplePractice Academy
Client Intake Forms
Sneak peek of the Client Portal and Paperless intake
Client Portal Quick Start Guide
Customizing your documents and forms
A preview of the Demographics form and Credit Card form
About this class
Navigate through the video curriculum to learn how to enable paperless intakes, use the template library, or create your own intake questionnaires or forms. Plus, you’ll get to see the Client Portal from a client’s point of view.
