Set up intake forms clients fill in

Intake forms capture structured info — like a health questionnaire or a body-pain diagram — on a client's profile. Turn the feature on in Settings, pick your forms, and a new Intake Forms tab appears on every client.

1. 1

   Turn on intake forms

   Go to Settings and open the Intake Forms tab, then switch on Enable intake forms. Once on, an Intake Forms tab shows up on every client profile. Enable intake forms

2. 2

   Choose which forms to use

   In Template library, flip on the ready-made forms your team should use. Tap Preview to see any form before enabling it. Preview

3. 3

   Build your own (optional)

   Under Custom forms, click Create custom form to design a questionnaire tailored to your practice, then save it and switch it on. Create custom form

4. 4

   Fill a form for a client

   Open a client, go to the Intake Forms tab and click Fill new form. Pick a template, complete it and save. Fill new form

5. 5

   See the answers

   Every submitted form is listed on the client's Intake Forms tab, showing who filled it and when. Forms completed during a specific visit are grouped under "Filled at this visit".