Pre-Fill Forms Before Sending

The Form Prefill feature allows your staff to pre-fill fields on a form before sending it to a client.

When to Use the Form Profile Feature

When the information you want to prefill varies by client.
When you do not want to allow the client to change the information when they complete the form.

Note: For a more automated way of pre-filling client forms, use Pinned Notes and Mapping. These two features make it so your clients do not have to keep filling out the same information.

Prepare your Forms

The first step is to identify what information you want to prefill on a form and where it should be placed. Pre-filled fields can be placed in both questionnaires and consent forms.
To indicate that a questionnaire block should be pre-filled by the staff, select the question in the form editor, click Question Options and check the box labeled Enable Staff Prefill.
On consent forms (both Rich Text and PDF modes), you have the option to include prefill fields in the form body.
On Rich Text consent forms, click the Insert Field toolbar button and select Prefill Text Box.
On Native PDF consent forms, you will find a Staff Prefill field type that you can drag onto your PDF form.
Note: You can set your pre-fillable fields to required if you wish to prevent the staff from sending a form without required information.

Pre-Fill Forms

Begin the process of sending the form as normal.
PracticeQ will detect that the form you are about to send has at least one pre-fillable field.
The button text will change from Send Form to Prefill & Send.

Click Prefill & Send; PracticeQ will guide you through all the pre-fillable fields before the form is sent.

The client will see the information that has been pre-filled while filling out the form, but they will not be able to change it.

Public URL Considerations

Do not enable Staff Prefill on any forms that have Public URL access enabled.
If a client is filling out your forms through your website, or on your office's tablets, the prefill fields will be left empty.

Limitations

Only certain questions types can have prefill enabled. Signatures, attachments, and body maps cannot be pre-filled.
Currently, it is not possible to pre-fill a form that is sent via the appointment dialog.