Intake Forms
Create and send intake forms, embed them in your website and more.
- Folder Management
- How to Duplicate a Form
- Placeholder Text
- Form URL Parameters
- How to Get the Public URL of a Consent Form
- How to Save a Form's PDF
- Placeholders in Consent Forms
- Transferring a Form Template to Another Practitioner
- Updating the Address Field Type
- Reassigning an Intake to Another Client
- Displaying Appointment Details within Treatment Notes
- How to Export a Single Form to CSV
- Deactivating Forms
- Faxing Multiple Documents at Once
- Treatment Note Dictation in Chrome
- Transfer an Intake to Another Practitioner
- Including CPT Codes in the Treatment Note PDF Printout
- How to View Your Questionnaire Analytics
- Elation EHR
- How to Make a Form Private as an Admin