How to send an intake form

To send an intake form, open the client's profile, go to the Intake Forms page, and click the send icon next to the form you want. You can also fill it out on behalf of the client, if you prefer not to send it to them directly.

You can send a custom intake form you built or SelfDecode's premade Health Overview survey.

Prefer to watch? View the video walkthrough.

  1. Select the client on your My Clients page by clicking their name.
  2. Go to the Intake Forms page.
  3. Click the icon under Actions next to the intake form you want to send.
    1. You can also fill out the intake form on your client's behalf by selecting the clipboard + pencil icon on the left:

Send an intake form to a client

  1. Enter the client's email if it isn't already saved to their profile.
  2. Click Send. The form is now sent.
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