FAQ's 5

• HIPAA Compliance
• How to Create an Intake Package
• How to Create Consent Forms
• How to Create Intake Questionnaires and/or Treatment Notes
• How to Send More Than One Form at Once

Creating and Editing Forms 20

• "For Office Use Only" Questions
• Adding a Custom Header to Your Forms
• Adding Multiple Signatures to Consent Forms
• Conditional Questions and Skip Logic (Rules)
• Editing a Submitted Intake Form

See all 20 articles

Sending Forms 7

• Customized Email Template and Header
• Default Form Delivery Method
• How Do I Send an Intake Form to a Client?
• Require Email/Phone Confirmation for Your Public Forms
• Resending a Form Invitation to a Client

See all 7 articles

Form Management 19

• Authenticating Office Devices
• Can Clients Download a Copy of their Signed Forms?
• Can I Make My Forms Use Less Paper When Printing Them?
• Changing the Order of Consent Forms
• Client Forms Timing Out

See all 19 articles

Forms Write-Back 1

• User Guide - Forms Write-Back

Write-Back Field Mapping Documentation 1

• Write-Back Field Mapping - Genesis