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.
- Demographics, primary, and secondary insurance questions: These basic demographic and insurance questions will automatically populate into the patient’s chart.
- Basic demographic and insurance questions: https://support.intakeq.com/article/352-mapped-demographic-insurance-questions
- Mapping data from intake forms into the patient profile: https://support.intakeq.com/article/127-mapping-intake-form-fields-to-the-client-profile
- Blank questions: These questions are totally customizable.
- Section title/note: A section header used and note used to separate sections.
- Open answer: Pose an open-ended question and allow your patient to elaborate.
- Mixed controls: Create multiple types of questions in a clean format.
- Multiple choice – single answer: This is a multiple choice question that allows for the patient to select only one response.
- Multiple choice – multiple answer: This is a multiple choice question that allows for the patient to select one or more responses.
- Matrix: Create a chart with text, check boxes, radio buttons, numeric, dropdown, label, large text, or date picker responses.
- Duplicate matrix columns: https://support.intakeq.com/article/24-duplicate-matrix-columns
- Matrix – single answer per line: This is similar to the matrix but be used for calculations/rating scales.
- Rating scales: https://support.intakeq.com/article/61-rating-scales
- Smart editor: Insert text, HTML codes, bulleted lists, images, videos, table, and links.
- Body map/drawing: Use a stock body map provided from IntakeQ or upload your own image. Depending on the image, your patient will be able to draw on the image or select individual body parts. In addition to using drawings to denote location on the body, you can also create a legend to signify different ailments, quality of pain.
- Body map/drawing questions: https://support.intakeq.com/article/49-drawing-questions
- File attachment: Allow your patient to upload files and documents, such as photos.
- Using file attachments: https://support.intakeq.com/article/164-using-file-attachments
- E-signature: Use this feature to have your patients sign their intake forms. You can also add 2 e-signature boxes for situations, such as divorced parents with dual custody. Alternatively, you can use the e-signature (by marking it as for “office use only”) to have a practitioner countersign form.
- Advanced form creation: https://support.intakeq.com/article/337-advanced-form-creation
- Making forms more attractive: https://support.intakeq.com/article/68-how-to-make-my-intake-form-more-attractive-custom-header-form-layout-hiding-extras-etc
- Enhanced form customization: https://support.intakeq.com/article/51-enhanced-form-customization
- Generate rules/conditional questions: https://support.intakeq.com/article/64-conditional-questions-and-skip-logic
- Placeholders: https://support.intakeq.com/article/451-placeholders-in-questionnaires
- Add a page break: https://support.intakeq.com/article/104-how-can-i-add-a-page-break
- Add required fields: https://support.intakeq.com/article/54-required-fields-in-your-intake-forms
- Form intro: https://support.intakeq.com/article/209-form-intro
- Add a custom header to the form: https://support.intakeq.com/article/34-adding-a-custom-header-to-your-forms
- Add “for office only” questions: https://support.intakeq.com/article/56-questions-for-office-use-only
- Signature adoption feature: https://support.intakeq.com/article/156-signature-adoption-feature
- Secure signature requests: https://support.intakeq.com/article/215-secure-signature-requests
- Anonymous forms can be helpful by “enabling anonymous submissions.” This can be useful for patient satisfaction surveys.
Enabling anonymous forms: https://support.intakeq.com/article/189-anonymous-forms
- Creating a form intro: https://support.intakeq.com/article/209-form-intro
- Adding witness or assistant signatures: https://support.intakeq.com/article/128-adding-witness-or-assistant-signatures
- Adding a custom header to the form: https://support.intakeq.com/article/34-adding-a-custom-header-to-your-forms
- Capture credit cards: https://support.intakeq.com/article/152-capturing-credit-cards-with-consent-forms
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.
- Creating consent forms: https://support.intakeq.com/article/256-how-to-create-consent-forms
- Rich text
- Adding rich text: https://support.intakeq.com/article/155-adding-rich-text-to-a-note
- Native PDF: Upload a PDF and insert fields for initials, signatures, textboxes, date signed, check boxes, date picker, staff profile, mapped label, and drawing canvas.
- Native PDF consent forms: https://support.intakeq.com/article/376-native-pdf-consent-forms
- Rich text
4. Preview your forms:
5. Edit, duplicate, or delete forms:
- Duplicating forms: https://support.intakeq.com/article/101-how-can-a-form-be-duplicated
- Restoring deleted or edited forms: https://support.intakeq.com/article/254-restoring-deleted-or-edited-forms
- Editing a submitted intake form: https://support.intakeq.com/article/33-editing-an-intake-form