Important notes for creating Forms:
- Remember that about 60% of patients will complete the forms using their mobile phone!
- Don’t make them too long or detailed, or they won't fill them in. They aren't meant to replace the time you spend with them in consultations
- When building your form do not cut and paste from Microsoft Word as this introduces formatting information that will result in an invalid form when trying to save.
- See this article for how to add your intake form to your booking and reminder messages.
- You can also use forms for feedback surveys post consultation, please see here for those instructions
- If you need help with creating your form, please email [email protected]
Forms notifications:
- You will receive an email when the form has been sent back. If you have no notification, the form hasn't been filled out. This means the patient has not completed all the required fields, or they haven't submitted it to you.
- There is a confirmation message that appears after the form has been submitted to advise that the form has been sent to the practitioner. If the patient does not see this, then the form hasn't been sent.
- If you received the notification but can't see the form, it means the form is unlinked and needs to be linked to the patient. Forms become unlinked when the DOB and email combination doesn't match. See these instructions for how to move an intake form.
This training video will demonstrate the steps outlined in this article. Go to this article for step by step instructions with images.
Please note the intake form now uses the branding from the Portal Configuration (the video shows the old layout of the patient form). The new layout looks as below:
