Enhanced Questionnaire Customization

IntakeQ offers more enhanced ways to customize your intake forms. You can have a different header and email template for each form, and you have the ability to decide whether your consent forms will appear at the top or at bottom of your intake form.

Custom Email Template per Form

We already made it possible for you to create your own email template to send forms to your clients. However, there are times where forms are used for different purposes, and each situation may require a different email template.

For example, an email message used for sending a follow-up form would naturally differ from one used for a new patient intake.

So now, you still have your global email template in the Settings page, but you are able to override it for specific forms.

To use a custom email template on a specific form:

1. Go to "My Forms".
2. Select the form you want to work with.
3. Click on "..."”.
4. Click on "Settings".
5. Choose the "Invitation Email" or "Other Messages" tab.
6. Check the box that says "Use a custom email template for this form".
7. Create your template.

Just make sure to leave the [IntakeQLink] placeholder in your template. The placeholder will be replaced by the link and password your client will use to access the form.

Custom Header per Form

Similarly to the above, there may be situations where using a different header for a specific form makes sense. Maybe you offer different services at a different location, or use a different branding for certain services.

You still have your global form header defined in the "Settings" page, but you can now override it on a form basis.

To use a custom header on a specific form:

1. Go to "My Forms".
2. Select the form you want to work with.
3. Click on "More".
4. Click on "Settings".
5. Choose the "Custom Header" tab.
6. Check the box that says "Use a custom header for this form".
7. Create your form header.

Consent Forms Position

One of our users mentioned that putting the consent forms in the beginning of the intake form seemed a little too "cold" and asked if we could add it to the bottom instead. Since one of our goals is to help you create the best first impression with your clients, this totally made sense for us.

The default location is still at the top (it helps new users understand how IntakeQ works), but you can place it at the bottom, after the last question.

To place the consent forms at the bottom of an intake form:

1. Go to "My Forms".
2. Select the form you want to work with.
3. Click on "...".
4. Click on "Settings"”.
5. Check the box that says "Show consent forms at the bottom, instead of top".
6. Close it.

Progress Indicator and Default Instructions

To customize your forms even further, you can hide the progress indicator (typically located at the bottom of the screen) and the IntakeQ default note located at the top of the form.

The default note says “Fill out this questionnaire at your own convenience. Your answers are saved as you go, so you don’t need to finish it all in one sitting. Submit the answers only when you have answered all that you can“.

Some users would like to provide their own message, so you can hide this note in the intake form settings and provide your own message by using the "Section Title" question type.