Intake Forms
Create and send intake forms, embed them in your website and more.
- Displaying Appointment Details within Treatment Notes
- Can I Prevent Practitioners from Editing Form Templates?
- Folder Management
- Duplicate Matrix Columns
- Placeholder Text
- Transferring Form Templates Between Practitioners
- How to Duplicate a Form
- Faxing Multiple Documents at Once
- Treatment Note Dictation in Chrome
- Placeholders in Consent Forms
- Form URL Parameters
- How to Save a Form's PDF
- Updating the Address Field Type
- Deactivating Forms
- Reassigning an Intake to Another Client
- Including CPT Codes in the Treatment Note PDF Printout
- How to Export a Single Form to CSV
- Transfer an Intake to Another Practitioner
- Placeholders in Questionnaires
- How to View Your Questionnaire Analytics