Edit or Delete an Intake Form

Healthie Intake Forms makes it easy to easily and electronically collect health information, e-signatures, payment details (credit cards and insurance), and other forms needed for care. 

There may be instances in which you would like to modify or delete intake forms that you have already created. You are able to do both within your Forms Library, irrespective of if a form has been shared with clients. 

Edit an Intake Form

Select the form that you'd like to make an edit to you, and simply add/ remove / edit questions within that intake form.  Your clients can also edit forms that they have filled out from their account, by navigating to the "Forms" tab on their left side menu and clicking "Edit" on the form they want to make changes to.  If you edit an intake form that has already been sent to some clients, as long as they have started or completed the form, those changes will not be reflected in previously completed forms. 

Forms > Locate Form > [...] > Edit

Delete an Intake Form

If you have old intake forms that you no longer actively use with clients, you have the option to fully delete an Intake Form. In this instance, if a client has already complete this intake form, you will still be able to view the Completed Intake Form within the client's profile, as expected. 

If clients have already completed an intake form, we recommend not deleting the intake form, as you will be unable to download aggregate form responses for that form. 

Forms > Locate Form > [...] > Delete