Online Forms
Set your intake on a conveyor belt, and simply review your inbox with completed intake forms.
Create and Publish a New Form
Create and manage online form templates for your clinic, from intake to referral forms. Share them with clients or referrals or post them on your website.
- Create new forms using 15 field types, including text boxes, dates, first and last names, checkboxes, etc.
- Drag and drop fields to canvas, re-arrange components on the page, and change field names.
- Publish new and unpublish old forms when the time comes to retire them.
- Speed up by duplicating an existing form.
Check Your Inbox and Every Form for Submitted Data
Every form submission goes into its dedicated bucket. Learn about new intakes as soon as they arrive.
- An inbox is created for every new form.
- Submissions will land in the corresponding inbox.
- Catapult creation of case files using a submitted intake form.
Control Emails and Actions
Customize how the system communicates with you, your clients, and referrals. Adjust default messages and change settings for notifications and auto-responders.
- Change default messages that are displayed for successful and failed submissions.
- Notification messages, whether the submission succeeded or failed, should be sent to the person submitting it and you, the submitter.
- You can set the autoresponder to be on or off. When set to on, the system will send a message to the person who clicks “submit” on the completed online form.
