Questionnaires

Capture clients info via our fully customizable questionnaires.

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• View Journal Entries
• Use Form Rules to Automate Auto-Charge
• Video: Master Mapping and Pinning (46 min)
• Video: PracticeQ Workflow for Practitioners (1 min)
• Video: Mapping Form Fields to the Client's Profile (2 min)
• Video: Rules and Conditional Logic Walkthrough (18 min)
• Video: Mastering Form Building Essentials (31 min)
• SMS Opt-Out
• Apply Rules to the Primary Insurance Payer Question
• Form Template Ownership

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