Forms
Sending Consent Forms to Clients Through Your Case Portal
We’ve made it easy for you to manage your forms directly from your Case Portal. Whether you're updating a client's information or requesting their consent, you can easily find and send the right form in just a few clicks! Where to Find Your Forms ...
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 ...
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 ...