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 your Intake form directly with clients, allowing them to fill in their own Intake forms online.
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.
Entering a New Intake forms for a Client
To enter a new intake form for a client, click "Contacts," then search for the client whose Intake form you want to enter. Click the "Edit" button to begin filling in their Intake form.
That opens the Intake form and you can begin filling in all the available 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 form into this client's contact record.
Viewing and Editing Intake forms for Existing Clients
To view an existing client's Intake form, click "Contacts," then search for the client whose Intake form you want to review. You'll see their Intake form readily available on their contact record.
If you need to edit any details for this client or their Intake form, click the "Edit" button.
That opens the Intake form where you can adjust any of the 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. Once you're done, click "Save" to save your changes.
Sharing the Intake Form With Clients
Your Sumac Administrator needs to provide you with the public link for you to place on your website, or share with 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!
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