Module 4.3 – Sharing Forms

IntakeQ and PracticeQ make it easy to securely share forms with patients and other providers. Here’s how you do it.

Helpful links:

• Sharing forms with patients
• • Sending intake forms: https://support.intakeq.com/article/160-how-to-get-your-intake-forms-to-your-clients
  • How to send a consent form to a patient: https://support.intakeq.com/article/41-how-to-send-a-consent-form-to-a-client
  • Using a QR code: https://support.intakeq.com/article/453-how-to-generate-a-qr-code-for-an-intake-form
  • Sending forms via SMS: https://support.intakeq.com/article/355-sending-forms-via-sms
• Connecting forms to services
• Secure document sharing to patients or 3rd parties: https://support.intakeq.com/article/136-secure-document-sharing
• Offline responses: https://support.intakeq.com/article/62-offline-response-notification-fill-form-by-hand
• Changing the form invitation email: https://support.intakeq.com/article/286-how-to-change-the-form-invitation-email
• Partially filling out a form before sending it to patients: https://support.intakeq.com/article/13-how-to-partially-fill-out-a-form-before-sending-it-to-clients
• Transfer to intake forms provider: https://support.intakeq.com/article/28-transfer-an-intake-to-another-practitioner