> ## Documentation Index
> Fetch the complete documentation index at: https://docs.athelas.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Complete Intake Forms

> Build custom intake form templates with the drag-and-drop template builder and include them in the chart note.

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**.)

#### 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.

#### 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.

### FAQ

<Accordion title="How do I make a question required?">
  Select the component on the form and mark it as a required field. Patients must answer required fields before they can submit.
</Accordion>

<Accordion title="How do I make an intake form show up in the chart note?">
  Enable **Include in Chart Note** on the template. Completed responses will then appear in the patient's chart note.
</Accordion>