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Online Forms

How to Create Online Forms

Learn how to create online forms for first consults, surveys, clinical questionnaires and more. These can be sent automatically with specific appointment types or manually through the ‘treatment notes’ section of a client’s profile (see first video on this page).

How to Link an Online Form with a Treatment Modality

Linking an online form to a modality or treatment type allows you to automatically send that form by email to each client that books with the corresponding modality.

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