Build Forms
Build the intake and consent forms patients fill in, then turn them on.
Forms are the health questions and consent forms your patients fill in. This page shows you how to build them and turn them on. You do this as a Client Admin.
Afraid of a blank page? You do not start from zero. Your provider network (the licensed doctors who review orders and prescribe) supplies the clinical intake forms. They show in your list with a Network label. You do not write the medical questions yourself.
Before you start
Have these ready:
The questions you want to ask, in plain words
Any consent text your business needs patients to agree to
A PDF of a form you already have, if there is one
Who does what: You build and turn on forms. Your provider network supplies the clinical intake forms. Client Staff can view and send forms, but cannot change them.
Time: About 10 to 15 minutes to build 1 short form. Duplicating a form you already have is faster.
Build a form
Open the Forms page
In the left menu, click Forms. You see 2 tabs: Patient Intakes and Patient Consents. Click the tab for the kind of form you want.
Start a new form
Click Create Intake Form (or Create Consent Form). The Create Form dialog opens. It gives you 2 choices: Upload a PDF and Create it on your own.
Pick how to build it
Click Create it on your own to open the Form Builder. Or click Upload a PDF to turn a file you already have into a form.
Write patient-friendly questions
Use short, clear labels. Ask only what the order needs. Shorter forms get finished. Each extra question makes fewer patients finish.
Turn the form on
Save your form. A new form starts as a Draft. Make it Active when it is ready. Only Active forms reach patients.
Heads up — A form left as a Draft never reaches patients. If a form is not showing up, check that its status is Active.
Send the form to patients
A form reaches patients in a few ways. Attach it to a product on the product's Forms tab. Attach it to a visit under Attached forms. Or turn on a public link so a patient can fill it before they have an account.
Test it
Submit 1 test entry. Check that the answers land on the patient's profile, where you and the provider network read them.
Faster way — Find a form close to what you want and click Duplicate. Editing a copy is faster than building a new form.
Want a form patients can fill before they sign up? Use the row's Enable Public Link and Copy Public Link buttons. See Public Forms for the full walkthrough.
Keep your forms useful
- Shorter forms get finished. Each extra question makes fewer patients finish.
- Make sure the clinical questions match what the provider network needs. They read the answers.
- Set forms you no longer use to Inactive, so staff do not send old versions.
- Read each new form out loud before you turn it on. You will hear the awkward questions right away.
Words to know
| Word | What it means |
|---|---|
| Intake | The health questions and consent forms a patient fills in when they buy. They give the provider what they need to decide. |
| Provider network | The medical team that employs the doctors who review your patients. You partner with one; you do not hire the doctors yourself. |
| Public link | A web link to a form a patient can fill in before they have an account. |
Common questions
Do I start from a blank page?
No.
- Your provider network supplies the clinical intake forms.
- They show in your list with a Network label.
- You do not have to write medical questions yourself.
Can staff edit forms?
No. Staff can view and send forms, but not change them.
- Only a Client Admin can build or edit a form.
- The staff side of sending a form is in Unblock Patients.
I turned on a form with a mistake. What now?
Fix it, then send a fresh test entry.
- Edit the form and save your change.
- If the form should not be used at all, set it to Inactive.
Where do submitted forms go?
They land on the patient's profile.
- You and the provider network read the answers there.
- They also show in the order or visit that required them.
What is the difference between an intake and a consent?
An intake asks health questions. A consent asks the patient to agree to something.
- Build intakes on the Patient Intakes tab.
- Build consents on the Patient Consents tab.
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