Intake Forms are now fully customizable! We're sure you'll have some questions at first, so here are some answers to frequently asked questions.
What plans offer Fully Customizable Intake Forms?
Amplify and Simplify subscribers will have access to fully customizable intake forms. Both Simplify and Amplify subscribers can fully customize the General Intake Form that we provide. Amplify subscribers can also create additional custom forms.
How do I view a submitted form?
Currently with version 1 of fully customizable intake forms, you can view a submitted form from the client's record by clicking the Intake Forms tab, then click View. You can access this quickly from your schedule as well by clicking an appointment, then click Details to open the client's record. With our next update, the ability to view the form will be available on the appointment itself as well. Note: when viewing an intake form, it will open in a new tab.
Can a client fill out a form in office?
Yes! Part of this new update is a secure way for clients to fill out forms in office. To open a form, you can open a client's record, then select Send Intake Form, then choose Fill Out On This Device. Doing so will open a blank form within a new tab. You can then close the tab containing your business profile or log out completely and the client can complete the form without any access to your MassageBook account. Once the client completes the form it will be added to their client record.
Can I print forms?
Yes, currently to print a completed form, you can choose File Print when viewing the form. Additional print functionality is coming soon with our next release.
How can I edit or create a new form?
You will find those options within Settings Forms & Documents. You can learn more about the Forms & Documents section here: Forms & Documents Overview
Will I still have access to forms clients filled out before this update?
Yes. Forms filled out before this update are titled "Legacy Intake Form" and can be found on the Intake Forms tab of the client's record.
Can I view intake forms in the mobile app?
This functionality is coming soon (as of 2/14) for MassageBook Manager! We are actively working now to include the ability to view the full form (something that was not available with MassageBook Pro). You will see updates for MassageBook Manager over the next week that will include the ability to send intake forms manually and view the submitted form in full within MassageBook Manager.
Do clients need to create an account to complete a form?
Clients will not need to create an account to complete a new form. After the have completed a form though, you can send an update request to the client, when needed, for the client to update any information that may have changed. To ensure the highest level of security for personal medical information, the client will need to create an account or log in to view and change information within an update request.
I added custom questions/custom waiver to the old form. Did I lose that information?
No. All previous customization was migrated to the new forms. Any custom questions you added to the Legacy Form will be listed on the "Additional Questions" page of the General Intake Form. Also any customization made to your waiver will be included on the Waiver page of the General Intake Form.