Autopopulate client information in custom forms and intake forms
When creating custom forms, it would be helpful to have the client information boxes be automatically added to the form, or to at least have the option to add them to the form. The same way would appear on progress notes and the initial assessments.
Cameka A Shelby
shared this idea
Hello!
Today we released a feature to Dynamic Forms called, Dynamic Fields! We started off with 5 fields for now and will look to UserVoice on what we should add next! Today you can add the fields: Client Name, Client ID, Date of Birth, Phone Number, and Email to your forms. These fields will auto-populate this information when used in Dynamic and Intake forms. We’re excited to grow this feature so please continue to contribute your ideas to push us forward!
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Amy Mullins
commented
I would like to be able to create custom forms where only the fields populated with data or information print. Blank/empty fields would not be visible in the printed document.
I would also like to be able to import or link data from the client details (i.e. name, DOB, treating client, diagnosis etc) into my Custom Forms.