Forms

Forms let you collect information from clients digitally. Whether it’s intake paperwork, questionnaires, or consent forms, you can build exactly what you need and send it to clients through the portal or via a shareable link.

Form Types

Client Forms

Send forms directly to specific clients through the client portal. When you assign a form to a client, it appears in their portal and they receive an email. Once submitted, the response is automatically attached to their record.

You control who can see each form:

• Creator-only — Only you can view and use this form
• Practice-wide — All staff members can view and send this form

Web Forms

Create public forms with shareable URLs. Anyone with the link can submit a response without logging in. This is useful for:

• Initial inquiries from your website
• Screening questionnaires before booking
• Collecting information from referral sources

Web form submissions are anonymous until you assign them to a client record.

Creating a Form

1. Go to Forms in the main navigation
2. Click New form
3. Give your form a title and optional description
4. Add fields using the form builder

Starting from a Template

Don’t want to build from scratch? We include ready-made templates for common therapy forms:

• Intake — New Client Intake, Couples Intake
• Assessments — PHQ-9 Depression Screening, GAD-7 Anxiety Screening
• Consent — Consent for Treatment, Telehealth Consent, Good Faith Estimate
• Feedback — Session Feedback

To use a template:

1. Go to Forms and click Browse Templates
2. Preview any template to see its fields
3. Click Use Template to create a new form based on it
4. Customize the form as needed

Field Types

Type	Use For
Text	Names, addresses, open-ended questions
Select	Single-choice questions (dropdowns)
Multiselect	Multiple-choice questions (checkboxes)
Date	Birth dates, appointment preferences
Signature	Consent acknowledgments, agreements
Section	Dividing long forms into steps

Multi-Step Forms

For longer forms, add Section fields to break the form into steps. Each section marks the start of a new step, making the form less overwhelming for clients.

Clients can move back and forth between steps, save their progress, and pick up where they left off.

Sending Forms to Clients

From a Client’s Profile

1. Open the client’s profile
2. Click Send form
3. Select the form you want to send
4. The client will see it in their portal and receive an email

Via Public Link (Web Forms)

1. Open the form you want to share
2. Click Generate Shareable Link to create a public URL
3. Click Copy to copy the link to your clipboard
4. Share this link on your website, in emails, or wherever you need it

Reviewing Responses

When a client submits a form, you’ll see it in:

• The client’s profile under the Forms section
• The View All Responses page (accessible from the Forms index)

Click on any response to view the submitted answers.

Tips and Gotchas

Forms Lock After First Response

Once a form has at least one response, you cannot edit its fields. This protects data integrity — changing questions after someone has answered them would make the responses inconsistent.

What to do instead: Duplicate the form, make your changes, and use the new version going forward.

Duplicating Forms

Need to tweak an existing form? Rather than starting from scratch:

1. Go to the form you want to copy
2. Click Duplicate
3. Make your changes to the copy
4. Save the new form

This is especially useful when you need variations of the same form or when you want to update a form that already has responses.