Have clients complete the same intake form more than once

There may be an instance in which you would like to have client(s) fill out the same intake form more than once, but have this capability live outside of a Program that you offer. Reasons for this could include wanting to send out a weekly survey, asking for an update to a journal, or something else. 

You can set this up within Healthie to apply to clients and/or groups, such that it's possible to request a form completion from multiple clients or groups at the same time. You are also able to select the frequency of when the form will be requested for clients to complete (daily, weekly, monthly, or multiple times per week).


Accessing Recurring Intake Form Feature

For a specific client

If you would like a specific client to complete an intake form on a recurring basis, 

  • Navigate to their Profile > Charting > Request Form Completion
  • Find the form that you would like to request, and click the blue button "Send Request Completion Email"
  • Click "Send New Request" 
  • A side-panel drawer will slide out, allowing you to adjust the frequency of your request, add client(s) or group(s), select your form, and also set an end date (optional). 

For a group of clients

If you would like a group to complete an intake form on a recurring basis, navigate to Clients > Groups > Actions > Request Form Completion

For a specific client and/or group of clients

To access recurring form completion for a specific form, navigate to Forms > Form Builder > Hover over Form > [...] > Request Form Completion. You will be able to then select the clients/groups, and frequency of recurrence.

Settings for Recurring Intake Form

You will be asked to complete:

  • The Clients and/or Groups that you'd like to be prompted to complete the form
  • The form to request
  • Recurrence frequency (E.g., Daily, Weekly, Monthly)
    • If you would like to create a bi-weekly occurrence from this, you could create two monthly forms, and send those out on alternating times to create a bi-weekly occurrence
  • Day of the week you'd like the form completion reminder to send (ie. Mondays) 
  • The End Date

Stopping a recurring form

If you'd like to stop a recurring form from sending, you can adjust this in Forms > Form Builder > [...] > Stop Recurrence

To cancel a recurring form for a specific client, navigate back to their Forms (Client Profile > Charting > Forms > View Client Forms). Click the status next to the form. Recurring forms are indicated by a recurring time icon. From the drop down, select "Stop Recurrence." A pop-up will ask you to confirm your cancellation request. 

Client Notifications

Clients will receive an e-mail indicating that you've requested that they complete a form, with a link to access it. Moreover, like with other intake form notifications, they will be prompted to complete the form when they log into their web portal. 

Accessing Completed Forms

You can access completed recurring forms within a client's profile and download responses in aggregate for all clients who have completed the form.

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