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There are two steps to initiate a task for students to complete the intake form. 1. In Caseload Assignment (where you add and edit students), there is a checkbox for Send Student Intake Request in the Appointment tab. When that box is check and the profile saved, SSP creates a task for the student and sends an email. That task is visible in the Action Plan and MyGPS. Anchor | | 2 | 2 | |||
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