# Forms

Give clients and new visitors a simple way to complete intake, consent, screening, and other required forms. Caspen forms help reduce admin work by letting clients submit information online, ensuring your team receives accurate details before appointments and keeps records organized.

Use forms to streamline onboarding, gather clinical information, and manage referrals, all without paper or manual data entry.

#### **Get started with Forms**

<div align="left"><figure><img src="/files/bcZLx3QVEvtcOMsZtx13" alt="" width="230"><figcaption></figcaption></figure></div>

* [Send a client form](/using-caspen/forms/send-a-client-form.md) – Send forms directly from a client profile so clients or contacts can complete them before or after an appointment.
* [Share an intake form](/using-caspen/forms/share-an-intake-form.md) – Intake forms are public-facing forms that can be shared externally or embedded on your website, allowing prospects to submit their details and automatically create a new client record.


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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://support.caspen.com/using-caspen/forms.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.