Online Forms: Overview & Management

Create your own client completed online 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 client intake process. Don't pay for an additional secure digital form or signature platform!

Highlighted Features:

local_atm Included free on every plan, no separate e-sign or digital-form tool to pay for
task Unlimited online forms, e-signatures, and form elements
task Unlimited auto-assigned & manually assigned forms
task Start from one of our templates to save time, or build your own from scratch
task Intuitive drag-and-drop form builder
task Auto-fill fields pull from client profiles and your practice info, so clients type less
task Auto-save every minute when completing, so they nobody loses their progress
task E-sign by mouse or touchscreen (with a type-it option for anyone who needs it)
task Require forms before self or staff sent registration, or set them to optional

In This Article:

movie Video (Total Overview):

Access Online Forms

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

As an Owner or Manager:

To access, on any screen click (top right):

phone_iphone Using a mobile device?

Access settings using the gear icon settings (top right) shown here:

  • Click Templates (top tab)
  • Find the second section Online Forms
  • Depending on your needs, click:
    • to view all the practice wide online forms
    • to create a new online form

  • This brings you to a practice wide list of all online forms:

As a Provider:

  • From any screen click your name (top right):

  • From the popup, underneath your name and practice click

  • You'll then see your profile
  • Click Templates
  • Find the top section Online Forms
  • Depending on your needs, click:
    • to view just your specific online forms
    • to create a new online form

  • This brings you to a list of all online forms you've created at the top
  • Forms shared by others in the practice will be listed at the bottom

Creating an Online Form

While on the list of online forms, at the top right click

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:

Example:

Form Name
Created by staff member name

✅ Published date & time, or not published
✅ Auto-assigned to new clients or not
✅ Shared with the practice or not


delete   inventory_2   edit_square   

At the bottom right of each online form card, you'll see 3 icons:

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

movie Video:

Managing Specific Online Form Properties

Settings for this Specific Form:

When clicking to edit an online form, on the far right you will see a list of properties, or settings for this specific form:

Alternatively, you can also click the edit edit (top left) to bring up these options on the right.

You have options! 🎉

You have form specific options 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:
  • 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
  • That means this form would available to all therapists in the practice
  • If created by a therapist, it can be set to therapist specific, or share with the practice
  • If the form is shared and also set to auto-assign, it will be assigned automatically to all newly created clients under the practice going forward
For more information about editing online forms and form elements, click here for our article