Map Consent Form Fields

You can map Consent Form fields to the client profile. 

1. Click My Forms.
2. Open the Consent Form you wish to edit.
3. In the body of the Consent Form, place your cursor where you wish to insert the field.
4. In the toolbar beneath the Form Content heading, click Insert Field.
5. Select your Field type. Note: Only Text Box and Date Picker fields can be mapped on consent forms.
6. In the window that displays, enter the Size and the Placeholder name.
7. In the Profile Mapping dropdown menu, select the field to which you wish to map the information.
8. Mark the field Required, if you wish.
9. Click OK.
10. What the client enters will now populate to their Basic Information.