Add an Image or File Upload Field to 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. You are able to build your own forms and leverage our internal library and specialty forms to customize the forms & fields you'd like clients to complete as they work with you.
Healthie provides a set form to collect a client's Photo ID, or Profile Picture, which you can add to an Intake Flow for clients to automatically complete.
However, there may be instances where you would like to collect images or files from a client. In this case, a File Upload field can be added to a Healthie templated form, or you can build your own form. Adding this field will prompt clients to select and add an image or file to a form as they are completing it - either on onboarding, or as an ad-hoc request from their provider. Collected images are saved in the client's Forms section and are also added to Charting.
This functionality is separate from providers directly adding images or files to forms that they are building, which will make images or files accessible to clients.
The File Upload field is available to Enterprise members and can be requested by emailing hello@gethealthie.com. As an alternative, providers can request clients to use their Documents to add images or files to their profile for providers to review.
Add File Upload Field to Form
Open a new form, or an existing form in the Forms library.
Change the Question Bank option to > Agreement
You'll find the File Upload option, and can drag it onto your form.
You can add the field multiple times, if you would like clients to have the option to upload multiple images or files.
Request Client Complete Form & Upload Files
To send a form to a client, you can either:
Client Uploading Files and Images
Clients will receive an email notification that their provider is requesting a form to be completed. They will be able to log into their Healthie Client Account from web or from the Healthie mobile app.
- Photo Library (upload an image from their device)
- Take Photo or Video (from their mobile device)
- Choose file (from their device)
Review Completed Forms
Providers will be able to access and view completed forms in the Client's Completed Forms section of their profile.
Scroll or search your client's forms, and click View to view a completed form.
Note: From here you'll also be able to save the form as a PDF if needed.
Providers can also view forms within the client's charting notes. This is a great way to add addendums, or have other Care Team members weigh in by adding an addendum as well - facilitating internal team coordination.
