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Intake Forms

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streamline intake paperwork

ability to automatically navigate user to any missing required questions or forms, it would streamline the submission process significantly. CHR9971355
Sarah Karacic about 1 month ago in Intake Forms 1 Waiting for Review

Online Forms UI

When forms are completed, the system asks the user to find their code again. Once that's is done it says all forms are completed.... That is an unnecessary step and causes friction and confusion. -CHR4831548
Sarah Karacic 2 months ago in Intake Forms 0 Defect Logged

intake form DOB picker

specific to android devices. " I suggest clicking on February 2025 in black area would do the same thing as clicking on the grey area, most calendars work that way. Would be less confusing for clients."- CHR6071414
Sarah Karacic 3 months ago in Intake Forms 10 Defect Logged

Chief Complaint add Manual Entry

could you add a blank icon that patients can place on the human model and allow the patient to manually enter in their subjective "pain" quality?
Sarah Karacic 3 months ago in Intake Forms 0

Intake Form Options

Ability to remove the pre-defined intake forms from the dropdown/selections when assigning forms.
Sarah Karacic 5 months ago in Intake Forms 0 Defect Logged

Check in Dot Color Change

Would be nice if that dot color could change if they have forms due that aren't complete
Guest 8 months ago in Intake Forms 0

Auto Send Forms

After you schedule a NP (or any) Appointment, the forms can be sent automatically. Currently have to go into patient file - communicator - scroll down and click to SMS/Email. Both automating sending out patient forms that are linked to appointment...
Guest about 1 year ago in Intake Forms 2 Future consideration

Form Tracking/Alerts

Well Balanced requested notifications (by email) for forms completed in all places. Right now we send a notification if a form was completed online. She wants one when they complete through unique link that was sms/emailed, patient mobile app, and...
Guest about 1 year ago in Intake Forms 1

Insurance Form that AutoPopulates

It would be great to have a form for patient's that asks their insurance information and auto populates in the system, similar to the Contact Information
Guest about 1 year ago in Intake Forms 0

Additional Pain Scales in Documents

Ability to utilize multiple types of pain scales (e.g., Numeric Rating Scale, Visual Analog Scale, Wong-Baker Faces, etc.) within the documents of the EHR. Ideally, these should be available as digital forms that patients can complete online prior...
Sarah Karacic 27 days ago in Intake Forms 0 Waiting for Review