How to create intake form templates in ClinicSense

  1. Go to Setup, then Form Builder
  2. Click Add New, at the bottom left
  3. Customize the first question, then click Save
  4. Click + Add Question, at bottom center
  5. After adding all questions, click Options, then adjust those settings
  6. When done, click Save Template

Notes

  • Use the Options to set which appointments and services use this form

Video guide


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