Welcome to our BestNotes Software tutorial! In this video we will walk you through how to perform the Intake process with a new client, including adding a new client, scheduling  and beginning their first appointment, filling out the prescreen and intake assessment, adding signers to the documents, and setting up the client PIN so they can sign their documents.

00:13 Adding a new client
01:25 Schedule an Intake appointment
2:52 Begin an Intake appointment
3:40 Review and add signers to intake documents
4:48 Client Signature and PIN

Back to top of page