How to customize intake form templates in ClinicSense

Click Setup, then Form builder
In the list on the left, click the form's name
Near the upper right corner, click the Options button to adjust the How often does this form need to be updated? and What services require this form to be filled out? settings
To move, edit, or delete a question, place your mouse cursor over the question to reveal the management buttons
While editing a question, you can choose "Add display logic", "Required", and "Office use only" settings
To add a new question, scroll to the bottom for the form and click Add Question
When you're done customizing, click the Save button in the lower right corner

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