Locking the Questionnaire

Can I prevent a client from making further changes to their questionnaire?

 To lock a client out of the questionnaire:

1. Click the three dots on the right side of the client you wish to lock-out.
2. Select “Edit”, uncheck the “Enable Access (Intake Forms)” box and click "Save".

OR

1. Click on a client's name to enter into their profile.
2. Click the forms icon (checkmarks with lines) in the top right corner
3. Click the three dots on the right side of the questionnaire and select "Disable".

The client will no longer have access to their questionnaire and will be prevented from making any further changes.