"For Office Use Only" Questions

IntakeQ allows you to mark questions as "office use". These questions will be hidden when your clients are filling out the forms, and you’ll be able to complete them after the form is submitted by the client. Here is how to do it:

  1. Locate the form you want to work with under "My Forms" menu.
  2. Click on the form to open its editor.
  3. Select the appropriate question on the left panel.
  4. Click on the settings icon on the top of the right panel.
  5. Tick the "For office use only" box.

Marking a question for office use only

Completing Office Use Questions

Once your client has submitted the form, you can fill out the questions that were marked for office use. To do so, open the client intake form on IntakeQ and locate the "Edit Intake" button.

The Edit button will show up if there’s at least one question for office use

Clicking the "Edit Intake" button will open the intake form in edit mode and only the questions that were marked for office use will be editable.

Only questions marked for office use can be edited.

Alternatively, you can just print the form and fill out those questions by hand, if that’s part of your process.

If you want to learn about the "Practitioner's Notes" feature as well, read the following article: Practitioner's Notes

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