Completing the PRO-1586 Client Intake
Once a client's profile is created, this clinical document can be kiosked to a client via your standard process.
- The only information required to create a client profile is the client number.
- All information that a client enters into this document will populate into the Clients Module.
- Any information already in the Clients Module will populate in PRO-1586. The client will be able to edit, add or remove any information in this document. Once saved, this information will update the Clients Module.
NOTE: If you are unfamiliar with kiosking clinical documents, please see our Kiosk article. After reviewing this article, if you have further questions, please send a ticket to our Customer Support Team.
Can I Test PRO-1586 Client Intake?
PRO-1586 is available in the Clinical Documents Sandbox if you would like to try it out & see how it works.
- If you are unfamiliar with the Sandbox, see this Clinical Document Sandbox article for details.