How to enter an Intake form in Case Portal
Sumac Case Portal allows your Case Managers to enter new client Intake forms, or review previously entered Intake forms through your Case Portal. It also allows you to share a form directly with clients, allowing them to fill in their own Intake details online.
Sumac Case Portal is a sleek web app that allows case workers to manage cases, clients, and meetings on the go. It's included free with your Sumac Case Management subscription.
If you are interested in accessing Case Management or Case Portal, contact us to get started: satisfaction@societ.com.
Once your Sumac Administrator has set up your Intake form in Case Portal, follow the instructions below to see and enter Intake forms.
First, log in to your Sumac Case Portal as a Case Manager.
Sharing the Intake Form With Clients
There are three ways to share a client's intake form:
1. If you want to provide an open Intake Form on your website, your Sumac Administrator can provide you with the public link for you to place on your website, or email to clients directly (for instructions on getting the public link for your Intake form, check out this article). Once you have the public link to your Intake form, you can share your Intake form directly with clients, allowing them to fill in their own Intake forms online!
This option is ideal for scenarios where clients are completely new to your organization, and is not already in your database.
2. If your client is already a contact in the database, you can send your client a link via email to request they fill out the necessary intake form(s). Go to the Forms & Attachments tab, select the form(s) you need to send to the client and click "Email Selected Forms" to send the form via email.
3. Alternatively, if you will be filling out the Intake Form alongside your client, or on their behalf, click "Fill Selected Form" to complete the Intake Form yourself!
Viewing and Editing Intake forms for Existing Clients
To view an existing client's Intake details, go to the "Contacts," then search for the client whose Intake form you want to review. You'll see their Intake information readily available on their contact record.
If you need to edit any details for this client or their Intake form, click the "Edit" button to make your changes. That opens a pop-up allowing you to fill in all the available intake fields.
If you need to edit any of the client's other contact details, like their address or other contact information, expand the "Details" heading to adjust those fields.
When you're done filling in the necessary fields, click "Save" to save the Intake details into this client's contact record.
If you want to review the client's Intake Form submission, go to the Forms & Attachments tab, and click the PDF icon next to their Intake Form submission. That will download a PDF of the form they submitted originally!