What are Custom Intake Forms, and how do I use them?
Custom Intake Forms allow you to build customized online forms, send those forms to patients or caregivers who can fill them out in the patient portal, then import information from the form back into the patient record. Check our Knowledge Base Article on how to Create a Custom Intake Form for more information.
How do I start using Custom Intake Forms?
Go to the Add Ons section in Fusion to start your free trial today. (Trial period ends 7/31/2023.)
When editing a form, can I rearrange the items?
Yes. Once an item has been added to a form, click the vertical dots icon to click and drag that item to a different slot on the form.
When editing a form, can some fields be placed next to each other to save space?
Yes. If you set up two fields with a Field Width of Half, you can drag them side-by-side as if there are two columns.
When adding a table to a form, can I let the recipient add additional rows to the table?
Yes. If the table doesn't include the Row Labels column, the user filling out the form will have a + Row button that allows them to add additional rows to the table.
When adding a table to a form, can I define a specific number of rows or make each row about a specific topic?
Yes. When adding a column to a table, add the Row Labels column. Each Row Label you add to this column will represent a row, and the text you add in the Row Label field will appear as the topic of that column.
When adding a field with specific options to a form, like a dropdown, can I give the form recipient the option to add their own response?
Yes. When adding or editing a field, set the Custom Option setting to Yes. This is available for dropdowns, radio buttons, and checkboxes.