Build questionnaires, send them to clients, and read the responses. In Admin, under Forms and agreements.
In Admin, the Forms and agreements card has two parts: Agreements to sign (your consent forms, see Consent forms) and Questionnaires (your intake form plus any custom forms). This page covers the questionnaires.
Edit the intake form
The Intake form is pinned under Questionnaires. Click Edit to change the questions new clients answer before their first session. Use + Add question, then Save form.
Build a custom form
In the Forms and agreements card, under Questionnaires, click ＋ New form .
Enter a Form name and an optional Description (the client sees the description).
Click + Add question for each question, and pick its type (short text, long text, yes or no, or multiple choice). Drag questions to reorder them.
Click Save form .
Send a form to a client
Open the form (or its Responses view) and click Send to a client, then pick the client. They get an email with a link. For a minor, the guardian is emailed. Sending again does not create a duplicate if one is already pending.
Read responses
Open the form's Responses to see each client's status (pending or completed) and their answers.
What the client sees
Assigned forms appear in the client's portal under "Forms to complete." They fill it out there and it comes straight back to you. See What your client sees.