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Intake Forms

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

  • "For Office Use Only" Questions
  • Adding a Custom Header to Your Forms
  • Adding Appointment Details to Treatment Notes
  • Adding Multiple Signatures to Consent Forms
  • Adding Rich Text to a Note
  • Adding Witness or Assistant Signatures
  • Advanced Form Creation
  • Allow a "Responsible Party" to Complete Forms for Clients
  • Anonymous Forms
  • Assigning Clients to Practitioners Automatically
  • Assigning Tasks via Form Rules
  • AthenaHealth Integration
  • Authenticating Office Devices
  • Body Map / Drawing Questions
  • Can Clients Download a Copy of their Signed Forms?
  • Can I Have a Client Submit a Form Before Booking an Appointment?
  • Can I Make My Forms Use Less Paper When Printing Them?
  • Can I Prevent Practitioners from Editing Form Templates?
  • Capturing Credit Cards with Consent Forms
  • Changing the Order of Consent Forms
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  • 3
  • 4
  • 5
  • 6
  • 7

Categories

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