Creating a Custom Health History Form Template

In this help article, we’ll guide you through creating a custom Health History intake form template in QuickerNotes. These templates allow you to gather essential information from clients when they book appointments, ensuring a smooth and efficient process.

1. Access Settings: Begin by navigating to your QuickerNotes settings.
2. Create a New Intake Form Template: Click on the option to create a new intake form template.
3. Name the Template: Give your new template a name, for example, “Health History.”
4. Select Client Information: Choose to import all client information from your connected Mindbody account.
5. Form Trigger: Set the form to be created every time an “Office Visit” service is booked.
6. Form Delivery: Choose to send the form to the client 24 hours before their appointment. Select the option to email it to the client and upload it to Mindbody.
7. Add Questions: Click to add your first question. For example, “Reason for Visit.” Make this question required, and add help text if desired.
8. Add More Questions: Continue adding questions to your form, such as “Symptoms.” Include various options for clients to choose from (e.g., headaches, back pain) and an “Other” option for additional symptoms.
9. Optional Question: Add a follow-up question, such as “Other Symptoms,” but don’t make it required.
10. Cancellation Policy: Insert a policy section for your cancellation policy, and add the relevant text. Require clients to provide a signature agreeing to this policy.
11. Add Additional Questions: Include other questions, such as “Rate Your Pain Level,” and allow clients to select only one option. For example, a scale from 0 to 5.
12. Add Image-Based Question: Include a question that allows clients to mark on a body diagram where their pain is located. Choose the “Image” question type and upload an image from your computer.
13. Save and Preview: Save your form and click on “Preview” to review how it will appear to clients. You should see all client information at the top, checkboxes, options, the image clients can draw on, and the required signature.