Overview
Online Forms allow clinics and practitioners to send:
• Consent forms
• Intake forms
• Assessments
• Questionnaires
• Custom documentation forms
Directly to clients electronically before care delivery.
Completed forms automatically become part of the client timeline and clinical record.
How to Activate Online Forms
Before using Online Forms:
• Online Services must already be activated
• A subdomain must already be configured through the My Business module
Steps to Activate Online Forms
Open the My Business module
Navigate to Online Services
Verify that Online Services is activated
Confirm the clinic subdomain is configured
Save the Online Services settings
What Happens Next
• Online Forms become available throughout the platform
• Practitioners can send forms electronically to clients
• Clients can complete forms online securely
How to Send Online Forms to Clients
Open the client profile
Navigate to the Timeline
Click the Online Forms Icon
Select the form, consent, or template you want to send
Send the form electronically to the client
What Happens Next
• The client receives the form electronically
• The client completes and submits the form online
• The practitioner or clinic is notified once the form is completed
• The completed form automatically appears in the client timeline
Types of Forms That Can Be Sent
• Consent forms
• Intake forms
• Assessments
• Follow-up questionnaires
• Custom clinic forms
• Documentation templates
Recommended Best Practices
• Send forms before the appointment whenever possible
• Verify client email addresses before sending forms
• Review completed forms before care delivery
• Keep forms simple and easy to complete
• Standardize intake workflows across the clinic
Frequently Asked Questions
Do Online Forms Require Online Services?
Yes. Online Services must be activated before Online Forms can be used.
Can Consent Forms Be Sent Through Online Forms?
Yes. Consent templates can be sent electronically to clients before care delivery.
Where Do Completed Forms Go?
Completed forms automatically become part of the client timeline and record.
Will Staff Be Notified When Forms Are Completed?
Yes. Practitioners or clinic staff are notified once the client submits the completed form.
Can Online Forms Be Customized?
Yes. Clinics can customize forms using the Form Builder via the Templates Admin Module.