Add a Custom Form to Your Account
Healthie's templated intake and charting forms are in your Forms Library. Depending on the specialty you indicated when signing up, you may also see industry-specific forms (see Specialty Forms).
Healthie forms connect to your workflows. You can tie forms to automations within your account, and specific form fields populate automatically across the platform, eliminating manual data entry.
Note: Due to the complex nature of forms, you cannot upload a Word doc or PDF version directly to the platform for clients to complete electronically. You can add a form to your Documents Library to share with clients, but clients won't be able to complete these electronically.
Get help with form building
You must be on a paid Group or Enterprise subscription plan to request a form buildout.
- There is no extra fee for this service.
- We cannot create forms with copied fields when building out forms for providers.
- We aim to build forms as quickly as we can. Standard turnaround time is 10-15 business days for our team to build and add forms to your account. This may be longer depending on the number, length, and complexity of forms.
If you have an existing form or charting template that you would like to have added to your account, please complete this questionnaire: Healthie Form Builder Request
We support these file formats: PDF (strongly preferred), Word Doc, Google Doc, or Typeform Link. We don't accept photocopies due to legibility issues.
Make sure your PDF allows text selection and copying: Some PDFs have security restrictions or are scanned images that prevent text selection, which delays processing.
Once we receive your form, the Healthie Support team will review it and contact you about any needed clarifications or adjustments. You can also build forms yourself within your account. Learn how to build a form here.
Add a Specialty Form to Your Account
Healthie partners with coaching academies, graduate schools, and accreditation services whose graduates use our platform to run their businesses and build client relationships.
Through these partnerships, we make it easy for you to access recommended forms from these programs, which clients can fill out online. For your convenience, these forms come pre-loaded into your account—no need to create them from scratch.
- Review the list of Specialty Forms available. These coaching-specific forms are available in addition to Healthie's default template library in all accounts.
- To request Specialty Forms for your account, email hello@gethealthie.com.
- We may ask for proof of your affiliation with a specific group.