Dynamic Forms

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Formatting options for dynamic forms

Would like the ability to format custom forms similar to other word processors: - Adjust font sizes, colors - Paragraph styles - Inserting tables - Adding images

Guest almost 8 years ago in Dynamic Forms / Notes & Cases 102 Future consideration

1 VOTE

Allow to duplicate questions on dynamic forms

It would be nice if we could duplicate questions and responses on dynamic forms.

Guest 19 days ago in Dynamic Forms 0 Future consideration

37 VOTE

Organize dynamic forms & intake forms into folders

Allow me to create folders to organize my dynamic forms and intake forms so I can keep similar forms together (e.g., mental health counseling, infertility counseling, etc.) and easily select the forms out of a specific folder to send to new client...

Guest almost 4 years ago in Clients & Groups / Dynamic Forms 8 Future consideration

1 VOTE

Add "other" option to dropdown and multi-select form elements

When creating a dynamic form I would like an "other" category in the dropdown and multi-select form elements that would allow the client to fill in a different answer that's not in the list.

Guest about 1 month ago in Dynamic Forms 0 Future consideration

9 VOTE

Autosave dynamic forms, treatment plans, and assessments

Autosave dynamic client or case forms, as well as treatment plans and initial assessments that I'm filling out so that if I navigate away and forget to save, all of my work is there on the screen when I come back. I know the draft copies are saved...

Guest over 1 year ago in Dynamic Forms / Notes & Cases 2 Future consideration

16 VOTE

Create and send dynamic forms to clients that aren't intake

Allow my providers to create a dynamic form and send it to clients without having to copy it to intake. They make worksheets and assessments for their clients that don't need to be available to everyone as an intake form.

Guest almost 3 years ago in Dynamic Forms / Notes & Cases 3 Future consideration

12 VOTE

Delete unused client dynamic forms

Allow me to delete client dynamic forms that haven't been used.

Guest about 2 years ago in Clients & Groups / Dynamic Forms 1 Future consideration

22 VOTE

Remove signatures from dynamic forms

Allow me to remove signatures from dynamic forms.

Guest about 4 years ago in Dynamic Forms / Notes & Cases 11 Future consideration

14 VOTE

Notify supervisors of completed dynamic forms

When a dynamic client or case form is completed, send a notification to the supervisor.

Guest almost 3 years ago in Dynamic Forms / Notes & Cases 5 Future consideration

28 VOTE

Show preview of dynamic form

It would be great to have a "Preview" feature added to the Forms designer, and/or a "Client Portal View" mode, so the form designer can see exactly what the form will look like when published, and what the client's view is when using the Client Po...

Guest over 6 years ago in Dynamic Forms / Notes & Cases 9 Future consideration

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