Intake Forms
Create and send intake forms, embed them in your website and more.
- How to Create Intake Questionnaires and/or Treatment Notes
- How to Disable a Form Template
- How to Disable or Edit the Default Note
- How to Duplicate a Form
- How to Export a Single Form to CSV
- How to Get the Public URL of a Consent Form
- How to Get the Public URL of an Intake Form
- How to Get Your Intake Forms to Your Clients
- How to Have a Client Sign Only Consent Forms
- How to Make a Form Private as an Admin
- How to Partially Fill Out a Form Before Sending it to Clients
- How to Rearrange Questions (Move Up/Down)
- How to Save a Form's PDF
- How to Save Completed Forms/Notes as a PDF
- How to Send More Than One Form at Once
- How to Share Form Templates
- How to Use the Journals Feature
- How to Use the Questions Library
- How to View Your Questionnaire Analytics
- Improving the Performance of Your Forms