When a client submits an intake form or consent before their appointment, you can review it right from the appointment — you don't have to wait until you click Start Visit.
Open the appointment from the schedule (click the client's appointment to open the appointment panel).
In the appointment panel, find the form or consent listed under the intake items.
Click it. The completed responses open in a detail view — the same information you'd see in the Visit Workspace.
Only forms the client has already submitted can be opened this way. A form that was sent but hasn't been filled out yet becomes viewable once the client completes it.
Starting the visit is only needed to apply the form data to the client, case, and visit records. You do not need to start the visit just to read what the client submitted.
Only active, client-facing consent documents are sent as part of an appointment's intake. Consent documents marked inactive, and consent documents created for volunteers, are excluded automatically and will not appear in the client's intake items.
