Create a way to add a paper version of an intake form into a client profile.
There are times where we have clients fill out a paper intake form rather than online due to various reasons. It would be beneficial to have an option to add that intake form into their client profile on Boulevard.
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Amelia Preusch
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Hey Amelia! Great news, this is already an option today! You can upload attachments in the Client Notes section of the client profile. This is the most common way folks upload a pdf or photo of a paper chart to a client's profile, with the ability to add additional notes and a timestamp. Check out this support article to learn more: https://support.boulevard.io/en/articles/5941455-client-notes
