Electronic Forms
Build online question banks and e-signature forms for clients to complete online
- Update an Intake or Policy for Clients to Complete
- Photo ID Form
- COVID-19 Screening Form
- Advanced Beneficiary Notice Form
- Switch a charting template to an intake form
- Download (Print) a Client Intake Form or Charting Note
- Share forms with colleagues
- Add a video to an intake form
- Physical Therapy Specialty Forms
- Conditional Form Questions
- Using Matrix Fields in Form Builder
- Good Faith Estimate Form
- Did my client receive the request to complete a form?
- Archive and Unarchive a Form or Charting Template
- Request Client Complete Insurance Form
- GAD-7 Auto-Scored Form
- Behavioral / Mental Health Specialty Forms
- PHQ-9 Auto-Scored Form
- Request Clients Upload an Image While Completing a Form
- Have Clients Complete a Healthie Form