Assign Clients to Practitioners Via Form Rules

Use form rules to assign a client to a specific practitioner based on their answer to a question.

Read here to learn more about our rules feature.

Use Cases

• If you have a single intake form in your website and multiple practitioners in your practice, add a question asking Which practitioner is your appointment with? and route the form directly to the proper practitioner.
• Route a form to a practitioner based on a particular condition reported by the patient.

Example:

Create a Form Rule

While still in the form editor:

1. Click the three dots icon and select Rules.
2. Click Add New Rule.
3. Create one rule for each practitioner. The image below shows the rule that will route the form to Sara Spencer when a client chooses her from the list.

Note: When an assignment rule is met, not only the form will be assigned to a practitioner; the client ownership will transfer as well.