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Improvement
7 June 2026(1 weeks ago)

Add your own questions to intake

Intake templates now carry your own custom questions alongside the standard sections, and every pathway follows its template exactly.

intakepractice forms

Highlights

  • -Write custom intake questions once, reuse them across templates
  • -Toggle standard sections on or off per template
  • -Custom answers appear on the patient record and in the PDF

Intake is now fully shaped by your templates. Add your own questions in the template editor, toggle the standard sections you do or don't need, and every pathway that uses the template asks exactly what you set up. Custom answers show on the patient record and in the exported PDF alongside the standard intake details.

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