Access the Intelligent Intake Form Setup Screen

Follow these steps to access the Intelligent Intake Setup screen and create a new or modify an existing intake form:

1. Click on the Setup portal.
   
   
2. Under the MML Setup section, select the Intake Setup option.
   
   
3. The screen will load ready to create a new Intelligent Intake form.
4. To modify an existing intake form, click on the Intake form you wish to setup.