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Intake Forms

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

  • How to Copy Questions from One Form to Another
  • How to Send More Than One Form at Once
  • How to Get the Public URL of an Intake Form
  • How Do I Send an Intake Form to a Client?
  • How to Create Intake Questionnaires and/or Treatment Notes
  • Adding a Custom Header to Your Forms
  • Interactive Form Mode
  • IntakeQ Questionnaire API
  • Capturing Credit Cards with Consent Forms
  • "For Office Use Only" Questions
  • Mapping Form Fields to the Client Profile
  • Sending Forms Using Your Email Address
  • Authenticating Office Devices
  • Conditional Questions and Skip Logic (Rules)
  • How to Create Consent Forms
  • Require Email/Phone Confirmation for Your Public Forms
  • Insert Input Fields/Forms Into a Consent Form
  • How to Get Your Intake Forms to Your Clients
  • Optimize Your Email Deliverability
  • Using File Attachments
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Categories

  • AI
  • Insurance
  • API
  • White-Label
  • Changelog
  • ePrescribing
  • Getting Started
  • Integrations
  • Intake Forms
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  • Appointment Management
  • Invoicing & Billing
  • Secure Client Portal
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  • Account & Subscriptions
  • Frequently Asked Questions
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