Intake Form Packages are a combination of intake form type (ie. Acupuncture, Chiropractic) paired with signed forms.

Before creating Intake Form Packages, you will need to create Intake Form Types and Signed Forms

To create Intake Form Types:

https://jasminepm.uservoice.com/knowledgebase/articles/1951414-lightning-create-intake-form-types

To create Signed Forms:

https://jasminepm.uservoice.com/knowledgebase/articles/1996831-lightning-add-custom-signed-forms

• Click the App Launcher icon
  
  
  

• Search Intake Form Packages
  
  
  

• Click Intake Form Packages
  
  
  

• Click New button
  
  
  

• Select Intake Record Type
  
  
  

• Select Signed Forms
  
  
  

• Click Create
  
  
  

• Assign to a Service