How to set up the online Intake form in Case Portal
Sumac Case Portal allows you to set up an online Intake Form that can be viewed and entered by your case managers in your Sumac Case Portal. It can also be shared publicly to allow clients to fill in their own Intake form 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.
You must be a Sumac Administrator with Case Manager access to the Sumac Case Portal in order to set up the online Intake Form.
Before you can make your Intake Form available online, you must have the Intake tab set up in your Sumac database.
If you do not see an intake tab in your database, or have more questions about how your organization can take advantage of the new Case Portal and online Intake forms, contact our Account Management team to learn more!
Once you have confirmed that the Intake tab is set up in your Sumac database, login to your Case Portal to make this available online.
In your Sumac Case Portal, click the Settings icon in the bottom left to open your Case Portal settings.
In the Intake form tab drop-down menu, select the name of your Intake tab.
Make sure to click "Save" to save your work on this Intake form.
Finally, click "Go to public page" to see your online Intake form in action. This is also where you will find the URL to use if you want to place this form on your website or share this form directly with clients so they can fill in this Intake form themselves.
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