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Client Self-Biography
The Client Self-Biography allows you to use our pre-built Biographical Information Form to collect relevant information about clients in more detail.
We have updated the form to be included as a part of the Online Forms library as a prebuilt template.
Advantages:
- Complete control over what questions are asked:
- Add, remove, or edit any questions and text
- Question order:
- Re-arrange questions as you see fit
- More versatile answering options:
- Single and multi-line, selector, checkboxes, radio boxes, e-signature, date picker, auto text etc.
In this Article:
Create the Client Self-Biography Online Form
Required Role: Owner or Manager
To add this as an online form, go to:
- (top right menu)
- Select Templates (top tab)
- Find the Online Forms section & click (top right):
- Click the middle blue option (or
- Use the search field (top right) and type "intake" (for convenience)
- Find the section at the bottom labeled TherapyAppointment-Provided Templates
- Find Intake: Adult Self-Biography click Use:
You can then edit this as you would any Online Form.
Note:
- We recommend setting this form to auto-assign if you want new clients to complete this.
- Click here to review our article on configuring the registration process
- Click here to review our article on editing online forms
- When finished with your edits, click (top right) to save and 'make it live'
Client view: Completing Online Form
Once assigned, similar to before, clients would then complete the form as they would any custom form by:
- Signing into their client portal account: language by clicking here
- Click (left menu)
- Then click on Intake: Adult Self-Biography (or whatever form name you've entered)
- When completed, they can review their completed answers with the same steps
