Intake Forms
Create and send intake forms, embed them in your website and more.
- Adding Rich Text to a Note
- Resending a Form Invitation to a Client
- Troubleshooting Undelivered Emails
- How to Confirm an Appointment Automatically When the Intake Form is Submitted
- Child Growth Charting (WHO Standard)
- Required Fields in Your Intake Forms
- How to Rearrange Questions (Move Up/Down)
- How to Change a Client Intake Form from Pending to Completed
- Upgrading Your RevolutionEHR Integration
- Assigning Tasks via Form Rules
- Restoring Deleted or Edited Form Templates
- How Can I Add a Page Break?
- Client Forms Timing Out
- Improving the Performance of Your Forms
- How to Disable or Edit the Default Note
- How to Save Completed Forms/Notes as a PDF
- Offline Response Notification (Fill Form by Hand)
- Can I Prevent Practitioners from Editing Form Templates?
- How to Use the Questions Library
- Folder Management