This Walkthrough will show how to Complete an Biopsychosocial Intake.


Navigate to Prospect Biopsychosocial Intake:

1. Navigate to Prospective Client List.

2.Search Prospective Client List and Select Biopsychosocial Intake Button.

Navigate to Client Biopsychosocial Intake:


1. Navigate to Client List.


2. Search and Select Client.


3. Select Biopsychosocial Intake Button.


Add Information and Sign & Save:

1. Add Intake Time then Select Save.

Note: Ensure after each Section Save is Selected. Included with this Intake an Autosave Feature will ensure that no information is lost while going through this process.

2. Add as much information as possible Including Insurance, Substance Use History and Add any Consent Forms.

Note: Ensure if any Consent Forms are added that they are completed and Signed by both the Prospect and Office.

3. Fill out any Custom Forms added by Company and Select Save and Sign Button once all information has been entered Correct and is Complete.