Mastering Form Building Essentials

Creating efficient, accurate, and seamless intake forms is crucial for optimizing your practice’s workflow and improving patient experience.

What You’ll Learn:

• Choosing the Right Question Types – Capture the most accurate and relevant information effortlessly.
• Pinning vs. Mapping – Understand the difference and how to use both for better data organization.
• Creating Smart Form Rules – Automate workflows and ensure data consistency with conditional logic.
• Form Building Best Practices – Learn the optimal order to create forms so that information carries over seamlessly.

Whether you're new to IntakeQ or looking to refine your form-building skills, this webinar will equip you with the tools to enhance efficiency, improve patient data collection, and streamline client onboarding.