This article explains how to upload intake forms for the facility and manage them effectively.
Video Walkthrough
For a live demonstration of Facility Intake Form. See the below video:
Navigate to the Settings tab (left). Go to the Facility Setup and click on Intake Forms. Note: All available intake forms are listed in the Intake Forms list.
How to add a new intake form?
- Click the Add Intake Form button in the top right corner. A pop-up will appear, as shown below.
- Choose whether the form is for an employee or a patient, in the drop-down under "For:".
- Choose the desired file under "Browse Intake Form".
- Click the Upload button.
How to manage intake forms?
- The status of the intake forms can be made active (toggle ON) or inactive (toggle OFF).
- The Action column (right) provides the below features:
- Download: Click the down arrow icon to download the form.
- Delete: Click the red trash icon to delete the intake form.
Important: Upload-Based vs. Template-Based Intake Forms
TherapyPMS supports two types of intake forms:
Upload-Based: Upload your own custom PDF or document into the system.
Template-Based: Create forms using the built-in Form Builder.
The system automatically locks your account to one of these formats based on the method used when adding your first intake form.
Key Rules:
If your first form is uploaded, your account will be restricted to upload-based intake.
If your first form is built using the template tool, your account will be restricted to template-based intake.
Switching between formats (upload ↔ template) is not allowed through the user interface after this initial setup.