Photo ID Form
There may be instances where you need to request a form of identification from your clients. Healthie lets you collect this information securely and electronically via the Photo ID form, which can be added to an intake flow or through a form completion request.
The Photo ID form is fixed and cannot be edited or found in your Forms Library. It's available as an option when you're making an Intake Flow or when manually requesting a form from a client.
Manual Photo Requests
If you'd like a new or existing client to complete a form:
Head to Client Profile > Charting
- Click the Request Form Completion button
Use the search field to find the Photo ID form
- Click the Send request completion email button that's across from the form name
- A side panel will open where you can add other clients to the request
- Click the Send Form Request Email button
Add the Photo ID Form to an Intake Flow
Intake flows are a series of forms that are automatically requested from a client at specific times (e.g. onboarding, after being added to a group). To add the Photo ID form to an intake flow:
Navigate to Forms > Intake Flows
- Find the Intake Flow you want to update and click the action menu on the right side of the page
- Choose the Manage option
- Click the Add a Form to this Intake Flow link at the bottom of the page (you may need to scroll to see it)
In the dropdown menu that appears, search for Photo ID and select it from the list
- Click the Add button attach it to the intake flow. After the form has been added you can also set it as required or skippable
