Forms

How to create or edit Intake Forms
Important notes for creating Forms:  Remember that > 80% of patients will complete the forms using their mobile phone! Don’t make them too long or com...
Fri, 11 Apr, 2025 at 2:45 PM
How do I add an electronic consent form?
This article considers how you can add an electronic consent form to your forms using our Forms Builder. You can complete these steps either from a pre-...
Thu, 8 May, 2025 at 3:55 PM
Common Scenarios for not receiving an online form
Please bear in mind that forms are submitted back to patient record based on the DOB and email address provided. If you cannot find a form submitted to ...
Mon, 5 May, 2025 at 9:55 AM
How to move an unlinked intake form
Unlinked forms happen if the email or DOB in the form submitted isn't the same as the email/DOB they booked in with. The forms match back based on the ...
Fri, 2 May, 2025 at 2:57 PM
How to ensure Intake Form is completed
Helpful Hints to make sure your intake form is completed:  1. Add information to the Short Description of your Services: Go to Services -> open th...
Wed, 14 Aug, 2024 at 10:01 PM