Before you start

• Who does this: the account Admin or Admin Lite.
• How long it takes: 20 to 30 minutes.
• Plan needed: Teams.
• Have ready: your current consent and intake paperwork.

👣 Step 1: Build your forms in Forms Manager

In the left menu under Management, open Practice Settings › Forms Manager.

1. Start from a ready-made form (General Consent to Treatment, Intake Questionnaire and others). Click Copy to make your own version; the original stays as it is.
2. Or click New form from scratch.
3. Click Edit to change the wording and questions. Mark the questions that should fill in the client's profile, such as name, date of birth and guardian, so nobody has to retype them.
4. Use Clone to make a version for another audience (for example, adult clients versus parents of minors) and Deactivate to retire a form.

👣 Step 2: Send forms from Forms & Links

Open Forms & Links in the left menu under your organization.

1. Click Send to email a form to a family. Pick the client if they already have a record.
2. Click Public link to copy a link you can text, post on your website or add to a referral packet.
3. Already have a signed paper consent? Click Upload a consent.
4. The Org send log shows every form sent, when its link expires, whether it's single use or reusable and how many answers came back. You can change the expiration or Revoke a link at any time.

👣 Step 3: Turn new families into clients

When a family that isn't in MyTherapyWizard yet fills in a form, their submission lands in Unlinked submissions in Forms Manager. Open it to create the client record from their answers. We call that "pushing" the fields to create a client account.  💕It's one of my favorite features because its a time saver ! A signed PDF is saved automatically.

🧩 What do families say about our questionnaires,  forms and links?

▶️ Watch: Forms and Links Manager

More videos: Permissions: Forms and Questionnaires

💡 Why it matters

Intake answers are the first block of data in MyTherapyWizard's clinical intelligence. Information families enter once flows into the client profile and later into reports, and the Consent & intake stage in Flow Settings closes automatically when the forms come back.

✅ How you'll know it worked

• Your forms show under Your forms with the right tags (intake or consent; parent/guardian or self).
• A test form you send to yourself arrives, and the signed PDF shows on the client record.