Create Custom Intake Form

Intake Forms can be printed or sent electronically to a Client's Portal account to be filled out.

There are two ways to create Client Intake Forms:

You can create a Dynamic form and Copy it over to the Client Portal.

• OR, you can create an Intake Form from the Intake tab. To do so, see steps below. And then send the Intake Form to the Client Portal.

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Create Intake Form from Intake Tab

1. Click Organization in primary navigation bar and select Client Portal inside menu.
2. Click Intake Forms tab.
3. Click New Intake Form button.
   
   
    
4. Enter Form Name.
5. Select to display Form with one or two columns.
6. Click and drag appropriate element to add to Dynamic Form. See descriptions below.
7. Drag elements to desired order.
8. Click Save Form when complete.

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Regular (Customizable) Fields

Form fields allow you to request information from the Therapist/Client when they are filling out the Form. Regular Form field are purple. See below for Dynamic Fields.

[Section Header] [Short Answer] [Paragraph Answer] [Check Box] [Dropdown] [Text Box]

A. Section Header

Add a headline/title for a section or field. Section Headers appear bolded in form.

B. Short Answer

This adds a field for short answers. Text box is for one-word answers such as email address, date, number or URL. Dashes and special characters are not allowed in text boxes.

NOTE: You cannot have duplicate or same name text boxes. Example: Phone number. You must use differentiators such as Mobile Phone number, Work Phone Number, Home phone number, etc.

C. Paragraph Answer

Paragraph Answer adds a field for longer answers. You cannot limit the amount of information that you can enter. This for larger explanation type answers.

D. Check Box

This allows you to add selectable options. Users can select multiple check boxes. You can drag and drop options to desired order.

E. Dropdown

Dropdown allows you to add a multiple-choice selection. Add dropdown responses in the order you would like them displayed to Client.
Select checkbox if you would like to make this a required field.

F. Text Box

Text Box allows you to enter form text such as instructions or information. Text boxes do not require action. Copy and paste any text in. Hit enter to create space/paragraphs within the text.

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Dynamic Fields

Dynamic Fields are NEW! Dynamic Fields pull information into the Form for you. For example, you can now insert a Name Dynamic Field and My Clients Plus will pull the Client Name into the Form for you. Currently this is one way (from My Clients Plus to the Dynamic Form) but we are continuing to expand our Dynamic Fields options and the way the operate.

IMPORTANT: Dynamic Fields can NOT be used in Group Cases.

The following are Dynamic Fields (indicated by being grayed out):

• Client Full Name
• Client Email
• Client Mobile Number
• Client Id Number
• Client Date of Birth

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Dynamic Forms Elements Displayed

1. Dynamic Fields
2. Regular (customizable) Fields