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Intake Forms

Create and send intake forms, embed them in your website and more.

  • Form Intro
  • How to Have a Client Sign Only Consent Forms
  • Nutri-Systems Profile
  • Adding Rich Text to a Note
  • How to Confirm an Appointment Automatically When the Intake Form is Submitted
  • Required Fields in Your Intake Forms
  • Child Growth Charting (WHO Standard)
  • Restoring Deleted or Edited Form Templates
  • Assigning Tasks via Form Rules
  • How to Change a Client Intake Form from Pending to Completed
  • How to Rearrange Questions (Move Up/Down)
  • Elation EHR
  • How to Disable or Edit the Default Note
  • Client Forms Timing Out
  • Offline Response Notification (Fill Form by Hand)
  • How to Get the Public URL of a Consent Form
  • Upgrading Your RevolutionEHR Integration
  • How to Save Completed Forms/Notes as a PDF
  • How Can I Add a Page Break?
  • Displaying Appointment Details within Treatment Notes
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Categories

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  • Insurance
  • API
  • White-Label
  • Changelog
  • ePrescribing
  • Getting Started
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  • Intake Forms
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  • Appointment Management
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  • Secure Client Portal
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