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Intake forms are built from reusable templates. Open Templates from the navigation, then click Create New Template to build a new form. (Templates are organized into tabs such as EHR, Patient Intake, Patient Form, and Functional Outcomes.)

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Building a Form

The template builder has a searchable, drag-and-drop component palette on the left. Drag components onto the form to add fields. Available components include:
  • Single Choice — one answer from a set of options
  • Single Choice (Weighted) — a single-choice question with scored options
  • Multiple Choice — one or more answers
  • Yes/No Question
  • Rating Question — a rating scale
  • Date Question
  • Short Answer — a brief typed response
  • Paragraph Answer — a longer typed response
  • Number Question
  • Table Question — answers in a table
  • Text Block and Label — display text that needs no patient input
  • Signature Block — for the patient to sign (Click-to-Sign or Draw)
Each component can be marked required, and duplicated or deleted. Its component type is shown in the corner of the field.

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Saving and Using the Form

When you’re done, name the form and save it. To use it as a patient intake form, save it as a Patient Intake template. You can also configure a form to be Included in Chart Note — when enabled, the patient’s completed form appears in the provider’s chart note.

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FAQ

Select the component on the form and mark it as a required field. Patients must answer required fields before they can submit.
Enable Include in Chart Note on the template. Completed responses will then appear in the patient’s chart note.