Editing Intake Form Templates

If an Intake Form has been completed and save to a patient/client profile you will only be able to edit the:

  • Name of the Intake Form 
  • Intake Form Status (Control whether or not this intake form is available to be selected within SOAP Vault)
  • Public Access (Allow this intake form to be shared on your website or emails. Upon completion of this intake form, a new patient will be created)
  1. Click on the Gear icon (top right header)
  2. Under the Template heading click on Intake Form
  3. Click on the Edit button of the Intake Form you want to edit
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