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Intake Forms

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

  • Previewing Converted Forms
  • Provider Signature in Consent Forms
  • Rating Scales
  • Reassigning an Intake to Another Client
  • Redirect Client After a Form is Submitted
  • Rejecting an Intake 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
  • Secure Signature Requests
  • Sending a Confirmation Email When a Form is Submitted
  • Sending Forms Using Your Email Address
  • Sending Forms via SMS
  • Sending Scheduled Forms
  • Signature Adoption Feature
  • Support for Multiple Languages
  • Task Automation (Processes)
  • Transfer an Intake to Another Practitioner
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Categories

  • Getting Started
  • Intake Forms
  • Clients
  • Appointment Management
  • Invoicing & Billing
  • Secure Client Portal
  • Telehealth
  • Account & Subscriptions
  • Frequently Asked Questions
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