How to add a pre-populated in-take form?

This article reviews how to use pre-populated In-take forms or create your own in Moxie Suite.

important - Moxie Suite does not currently support the use of custom in-take forms. Only our pre-populated in-take forms are supported. 

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Adding an intake form

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Adding an intake form

1. Log in to your Moxie Suite account using this link.

2. Within the Global Nav click Settings > Clinical Documents 
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3. On this page click In-take forms

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4. To review the existing pre-populated form, click on the top three dots, and hit View form. You can also make edits by clicking on the Edit button. 

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5. To add a new in-take form click on the purple + Add a form button.

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6. On the Add in-take form page select the desired form and click the purple next button in the top right corner. 

7. On the Select services page you'll check off every service which should use this in-take form. You can manually scroll or enter the name of a service in the search bar. When finished selecting services click on the purple save button in the top right corner. 

💡Tip - If you'd like all new services to automatically use a particular in-take form toggle Attach to new services option on. 

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Ta-da! You've now updated the pre-populated in-take forms! Patients will receive these from now on when booking services with you. 

 

Watch this video on adding a pre-populated intake forms in Moxie Suite.