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Health Intake Form REV3 Pages Columbus Thrive

Health Intake Form REV3 Pages Columbus Thrive

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hi my name is Eileen and I'm the client success manager here at zola sweet today I'm going to be showing you how to build and share intake forms intake forms are going to contain any data that you would like to gather based on your client or the matter to get started building your intake forms you'll want to visit your firm settings firm settings are available only to office administrators or managers to get there simply select the drop-down arrow and select firm settings once in your firm settings you'll see a section for custom forms and fields select intake forms the intake forms you create can be saved by practice area however this is simply for saving purposes you'll have access to all of these intake forms no matter what practice area your matter is in to create a new one click on the plus sign on the gray toolbar when you're ready to build your new form choose a name for this form then select the practice area to add a new field simply click one of these buttons in this case I m

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