- Go to your Messages tab and open the message with the attachment.
- Click Save next to the attachment. This will save the form into your Documents.
- Go to your Documents > Assigned Forms. You will see your assessment/form here after saving.
- Click the Complete button next to the assessment/form and fill out all the questions.
- Click Save and Submit.
- This will automatically open a message with your provider’s name as the recipient. Add a subject, for example, “Completed Intake” and a message if you like.
7. Click Send. This will send an email and message to your provider letting them know.