Welcome!
Course Workbook
IntakeQ Facebook Groups
Module 1: Getting Started
Module 2: Scheduling
Module 3: Billing
Module 4: Questionnaires and Consent Forms
Module 5: Notes and Journal Entries
Module 6: Office Management
Module 7: Advanced Tools & Integrations
Thank You!
Module 4.5 – Other Things You Need to Know About Forms
There are many advanced settings for forms.
Helpful links:
- Marking a pending intake form as completed: https://support.intakeq.com/article/40-how-to-change-a-client-intake-form-from-pending-to-completed
- Rejecting intake forms/sending them back to patient: https://support.intakeq.com/article/37-rejecting-an-intake-form
- Sending forms using your email address (and not default IntakeQ one): https://support.intakeq.com/article/63-sending-forms-using-your-email-address
- Disabling a form template: https://support.intakeq.com/article/365-how-to-disable-a-form-template
- Archiving submitted forms: https://support.intakeq.com/article/424-how-to-archive-submitted-intake-forms
- Viewing questionnaire analytics: https://support.intakeq.com/article/288-how-to-view-your-questionnaire-analytics
- Can I require a patient to submit a form before booking an appointment?: https://support.intakeq.com/article/270-can-i-have-a-client-submit-a-form-before-booking-an-appointment
- Assigning form to practitioner: https://support.intakeq.com/article/187-assigning-clients-to-practitioners-automatically
- Automatically confirming appointment when an intake form has been submitted: https://support.intakeq.com/article/195-how-to-confirm-an-appointment-automatically-when-the-intake-is-submitted
- Preventing practitioners from editing form templates: https://support.intakeq.com/article/113-can-i-prevent-practitioners-from-editing-form-templates