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This tutorial demonstrates how to manually send a patient intake form. Begin by accessing the patient's profile and ensure they have a valid email address in the General tab; if not, use the Edit option to add one. In the Contact Details section, click the Send Intake Form icon and configure the necessary settings: choose the intake form template to send, set the expiry date during which the form will be accessible, and select the sender (practitioner) of the form. Note that practitioners with Personal Access cannot choose another practitioner and will not see this selection. Administrators have the ability to select the sending practitioner.