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.