To create the best intake experience for clients, you may want to arrange your paperwork in an order that maximizes efficiency and prioritizes particular paperwork over others. Use the Prompt Order settings area to arrange Forms and Details pages to pop up for the client in the order your prefer.
How to arrange the order of intake Prompts on the client portal:
1. Select the Settings icon and then click on the Client Portal Settings tab.
2. Select a Prompts from the menu options on the left:
3. Drag and drop the prompts to match the order in which you prefer they display to clients on the portal.
NOTE: Prompts that are disabled will show in gray.
4. Click the Save Settings button.
