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