IntakeQ Facebook Groups
Module 7: Advanced Tools & Integrations

Module 4.1 – Making Forms

1. To create a form, you’ll navigate from Home > My Forms. From there, you can create questionnaires and consent forms. In questionnaires, you can insert demographic, insurance questions, and blank questions. It is important to know that in an “intake packet,” you typically send one questionnaire and attached consent forms.

2. Customize:

3. 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.

4. Preview your forms:

5. Edit, duplicate, or delete forms: