Easily customize intake form templates to fit your practice with flexible fields and settings.
Instructions
- Go to Setup, then Form builder
- Select the form you'd like to customize on the left
- Make the desired changes:
- Hover your mouse over a question to show the Move, Edit, and Delete buttons
- While editing a question, you can choose "Add display logic", "Required", and "Office use only" settings
- Click + Add Question at the bottom center of the page or the + button below an existing question
- Click Options, in the upper right, to adjust the form's settings
- Choose how often the form should be updated
- Select which services require this form to be filled out
- Choose whether to attach the completed form to treatment notes
- Click Save Template in the lower right