Intake forms
Build online question banks and e-signature forms for clients to complete online
- Creating an intake flow for clients to complete
- Create / edit intake forms for clients to complete online
- Intake forms available within Healthie
- Introduction: Intake Forms & Intake Flows
- Forms in Healthie's Specialty Library
- Request that an existing client complete a form
- Viewing client intake forms
- Building an E-signature form
- Best practices: Eliminating intake forms for a Discovery Call Client
- Generate a PDF of an intake form / charting note
- Switching a charting template to an intake form
- Add logo to intake form
- Collecting Insurance information
- Make an intake form required or "skippable" within an intake flow
- Notification when client completes an intake form
- How to skip intake forms for individual clients
- Create a Read Only Document in Healthie