Online Forms: Overview & Management

Create your own client completed forms with unlimited content, different question types as well as electronic signatures (e-sign). The sky is the limit for customization!

This gives you the ability to have a truly paperless edit_document client intake process!

Don't pay for an additional HIPAA compliant digital form and signature platform! Use our built in online form editor for:

Highlighted Features:

local_atm Included free for all our plans
task Unlimited Online Forms
task Unlimited auto-assigned & manually assigned forms
task Unlimited e-signatures and form elements
task Start with one of our many templates, saving you time
task Easy drag and drop functionality and intuitive feel
task Require clients to complete forms before completing registration (or set to optional)

In This Article:

Access Online Forms

To navigate to online forms, depending on your roles you have two options: 

As an Owner or Manager:

  • Go to Practice Settings (left menu)
  • Click Online Forms (top tab):
  • This brings you to an overview of your practice wide list of online forms

As a Provider:

  • Go to My Profile (left menu)
  • Under the Forms and Templates section, find Online Forms and click :
  • This brings you to an overview of the forms you've created specifically for your own use

Creating an Online Form

While in any of the above online form lists, click the the button (top right):

Here you're presented with a blank form with unlimited potential!

From here, you can:
  • Start with a template, click the middle blue button
  • Or start clicking on form elements on the left, or drag & drop them
  • For more information about editing online forms click here for our article
  • For more information about using templates click here for our article

Managing Online Forms

To manage online forms, go to your online form list from above and hover over the form you wish to manage:

On the left, we list in order:

Form Name

✅ Whether it's published or not
✅ Whether it's Shared with the practice or not (assignable to all clients of all providers)

Original creator name & last time updated
edit_square   inventory_2   delete   

Additionally, at the bottom right you'll see 3 icons:

edit_square Edit → Load the form editor (or click anywhere in the box)
inventory_2 Archive → Hides the form from this list, as well as the list of forms when assigning to clients
delete Delete → Permanently deletes the form, and cannot be undone. This can only be done if the form has not been assigned to a client, otherwise please use Archive

movie Video:

Managing Specific Online Form Properties

Settings for this Specific Form:

When loading an online form, on the far right you will see a list of properties, or settings for this particular form:

Alternatively, you can also click the settings gear settings (top center) to bring up these options.

You have options! 🎉

You have additional form specific options such as Auto-Assign, Clinical Form, or Shared with Practice, explained below:

Auto-Assign

  • If enabled, this form will automatically be assigned to new clients going forward
    • This applies to both self registering and staff invited clients, article: Client Registration
  • The form will not be assigned to client who have previously created

Clinical Form

  • This form is for clinical eyes only, meaning it's only fully visible to:
    • Owners
    • Records custodians
    • or the therapist it was assigned under
  • Other staff will be able to see that the form exists, but won't be able to view it

Shared with Practice

  • Any form created by non-clinical staff will automatically be shared with the group
  • This form is available to all therapists in the practice
  • If the form is also set to auto-assign, it will be assigned automatically to all newly registering clients of the practice
For more information about editing online forms and form elements, click here for our article