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Forms & Packets

Things to know about forms and packets.

  • How to Use the Form Builder
  • How do I add forms to my website?
  • Question Types
  • How to Create Packets
  • Auto-Fill Fields with Client Mapping
  • Conditional Logic
  • Download a blank PDF version of a form
  • Export Forms as PDF for Printing
  • Change how Packet PDF's are downloaded
  • How to manually change an Intake Form from Pending to Submitted
  • How to customize the sms or email message sent to clients
  • Required Field in Your Forms
  • Disable Forms and Packets
  • How to Duplicate a From
  • How to use the Handout Question
  • Client Signature (click to sign)
  • How to send a reminder for incomplete forms
  • Prepopulating Form Fields with URL Parameters
  • Assigning Numeric Values to Choice Fields and Matrices
  • How does the Public URL feature work?
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Categories

  • Getting Started
  • Forms & Packets
  • Clients/Patients
  • Tablets
  • Account & Settings
  • Advanced Forms
  • Product Updates
  • FAQ
  • Elation
  • Athena
  • Chirotouch
  • Issues/Feature Requests
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