Electronic Forms
Build online question banks and e-signature forms for clients to complete online
- Getting Started: Healthie Intake Forms
- Electronic Forms Available In Healthie
- Form Builder: Create an Intake Form in Healthie
- Add a Custom Form to Your Account
- Add logo / image to form
- Build an E-Signature Form
- Add a Signature Box for a Parent/Guardian
- Getting Started: Intake Flows
- Resend an Intake Flow
- Add a Document or Photo to an Intake Flow
- Automatically Send Forms (Appointment Booked, Pre-Appointment, Post-Appointment)
- Have Clients Complete a Form or Intake Flow Outside of Healthie
- Request or Remind Client to Complete a Form
- View, skip, and complete client intake forms
- Create Recurring Intake Forms for Clients to Complete
- Smart Fields to Connect Intake Forms & Charting Templates
- Create Assessments, Quizzes, or Tests
- Coaching and Certificate Program Forms
- Billing Info Form
- Collect Client Insurance Information