How to Create an Intake Package for Clients
This Knowledge Base article will guide ICANotes practice owners through the workflow of creating Form and Assessment Packages.
Navigate to Settings 
In Practice Forms, expand the Form & Assessment Package section
Click to Create Package
In the Form & Adult Assessment Package Creation pop-up, enter a Package Title and select one or more assessments. You can also include any custom Forms you've uploaded.
When all selections are made, click to Save. To make more Packages, follow the same steps outlined above.
You'll see a brief notification confirming package creation in the lower corner of your screen.
Each Package will be contained within its own card, with buttons to delete or edit.
Click the pencil icon 
to make changes to which forms and assessments are included with the package. Clicking the trash icon 
will delete the Package. Deleted Packages cannot be restored.
Packages can be sent to Portal-enabled clients/chart owners from the Communication tab in the chart.
In the Communication tab, click the icon 
in Documents to select a Package to send it through the portal.
How to Create an Intake Package for Clients in ICANotes Plus
FAQs
You can find the Frequently Asked Questions (FAQs) on our Knowledge Base page.
Click here for quick access to the FAQs.
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Phone: 443-203-5857
Text: 866-301-0085
Email: ticket@icanotes.com
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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.
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