IntakeQ Facebook Groups
Module 7: Advanced Tools & Integrations

Module 4.1 – Creating Forms

1. To create a form, you’ll navigate from Home > My Forms. From there, you can create questionnaires and consent forms. In a questionnaire, you can insert demographic, insurance questions, and blank questions.

These are the types of questions that can be added into a questionnaire:

Module 4.1 - Creating Forms

2. Consent forms can be attached to a questionnaire or sent separately. They can either be added as rich text or PDF. Rich text consent forms can be more easily edit.

It is important to know that in an “intake package,” you typically send one questionnaire along with attached consent forms.

3. Customize:

4. Preview your forms:

5. Edit, duplicate, or delete forms: