Make an intake form required or "skippable" within an intake flow
If you want clients to bypass your intake forms, you can make your intake form(s) skippable.
- Clients will still see the forms when they log in, but will also see a "Skip" button on the Top Right.
- You can elect some forms within an intake flow to be required, while others skippable. Required forms must be completed prior to a client having full access to their Healthie account via computer (e.g., ability to view your documents, view packages, and more).
Making a form skippable within an Intake Flow
Forms > Intake Flows
Select the Intake Flow
Toggle the green bar on / off. If the green is filled in, a client can skip completing a form.