Your own questionnaires
Build your own forms, send them to patients and read the answers word for word.
Where to find it: Account & Settings → Forms
Open this in the portal →Steps
- Open Account & Settings → Forms and choose “+ New form”.
- Tick “Use for new patients” if a new patient can answer this form as their intake. Each question can then be linked with “Fills record field”.
- To send a form to a new patient, choose Add patient → Intake → Own Questionnaire and copy the link or have the portal email it. A link is valid for 7 days and for one patient.
- To send a form to an existing patient, open their Communication tab and use “Send a form”.
- Answers appear word for word on the patient's Forms tab, which also lists forms awaiting a reply.
Good to know
A linked answer is copied as written, and only into a field that is still empty. Name and email never come from a question. Sending or answering a questionnaire never starts an AI summary or dossier on its own, and the email you get does not contain the answers.
Related guides
These guides describe the portal as it works today. They are product help, not clinical guidance.