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