QuickerNotes automatically generates intake forms based on your form templates and send rules. When a form is created, the client receives an email with a secure link to complete it online.
How to Preview What Clients See
You can view the exact version of the intake form your client will see:
Open the client’s profile.
Go to the Forms tab.
At the top of the page, click Open Client Forms.
Choose whether to:
Stay logged in, or
Log out to view the full client-facing version
You’ll be taken directly to the client’s pending form(s).
This is the best way to verify client experience before an appointment.
What Clients Receive
Clients receive:
An automated intake form email (based on your Send Rules)
A secure link to their pending form
Your clinic’s name
The reply-to email you configured
Your customized email messaging
Client Experience Overview
Clients will see:
A mobile-friendly intake form
Required questions clearly marked
Policy acknowledgement and/or signatures when configured
Ability to switch languages at the top of the page
Once submitted, the form appears instantly in the client’s profile in QuickerNotes.