Master PracticeQ & IntakeQ with On-Demand Video Tutorials: Boost Efficiency, Simplify Workflows, and Enhance Client Care
How to Create an Intake Package
Save your clients inbox by sending them one package of all required forms with a single email or SMS invitation. No need to send multiple emails or texts to your clients, we allow them to view all necessary forms at once. Intake packages all makes it incredibly easy to review as a practitioner or for any member of staff with access!