You can manually assign an intake form when it is not automatically triggered by send rules.
How to Manually Add a Form
Open the client’s profile.
Click the Forms tab.
Click Create New Form.
Select one or more intake form templates from the dropdown.
(Optional) Choose an appointment to attach the form to. To remove the appointment you chose, click Clear appointment.
Click Create Forms.
The form will immediately appear as Pending in the client’s file.
Forms Without an Appointment Are Not Sent Automatically
QuickerNotes emails a form automatically only when the form is linked to an appointment. If you create a form without an appointment, QuickerNotes does not email it to the client.
When you select a template and no appointment on the Create Intake Forms page, a yellow notice tells you this before you create the form. The notice goes away when you choose an appointment.
After you create the form, QuickerNotes shows the same information in these places:
At the top of the pending form's page: This form isn't linked to an appointment, so it won't be sent automatically. To email it to the client, use Send Reminder Email or ask someone who can send forms.
In the client's Forms tab and in the Client Forms list, as a short Not sent automatically label. Hover over the label, or move to it with the keyboard, to see the full message.
How to send a form that has no appointment
Open the client's Forms tab and click Send Reminder Email at the top of the tab. If you do not see this button, ask a team member whose role can send forms.