Send an intake questionnaire
intakeq_send_questionnaireSend an intake questionnaire to a client by email or SMS. This MESSAGES THE CLIENT. Identify the client by ClientId, or by ClientName plus ClientEmail and/or ClientPhone (omit ClientEmail to force SMS). PractitionerId is optional. Returns the new intake. IntakeQ: POST /intakes/send.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ClientId | No | An existing client's numeric id. | |
| ClientName | No | First and last name, if not using ClientId. | |
| ClientEmail | No | Email delivery address. | |
| ClientPhone | No | SMS delivery number. | |
| PractitionerId | No | Practitioner to associate; defaults to the client's. | |
| QuestionnaireId | Yes | The questionnaire template id (intakeq_list_questionnaires). | |
| ExternalClientId | No | Partners only. |