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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
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Categories

  • Getting Started
  • Intake Forms
  • Clients
  • Appointment Management
  • Invoicing & Billing
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