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Questionnaires

Capture clients info via our fully customizable questionnaires.

  • Reassigning an Intake to Another Client
  • Recording Allergies via Questionnaire & Session Note
  • Redirect Client After a Form is Submitted
  • Rejecting an Intake Form
  • Request Edits to a Converted Form
  • Require Email/Phone Confirmation for Your Public Forms
  • Required Fields in Your Intake Forms
  • Resending a Form Invitation to a Client
  • Restoring Deleted or Edited Form Templates
  • RevolutionEHR Integration
  • Scored Assessments as Questionnaires
  • Search All Notes and Intakes by Keyword
  • Secure Signature Requests
  • Send an Intake Form
  • Sending a Confirmation Email When a Form is Submitted
  • Sending Forms Using Your Email Address
  • Sending Forms via SMS
  • Sending Scheduled Emails/Forms
  • Signature Adoption Feature
  • Support for Multiple Languages
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