Sending Forms and Viewing Responses
Building a form is only half the story. This article covers getting a form in front of your clients and keeping track of what comes back.
Sending a form to a client
Find the form you want to send, open its menu, and choose to send it. Pick the client, and they will be notified that they have a form to complete. They can fill it in from their client portal or the mobile app, and their answers save straight to their record once they submit.
If you would rather not send forms one at a time, turn on Auto-send to new clients in the form's settings.
From then on, that form goes out automatically whenever a new client is added to your account, which is ideal for intake and consent forms you want everyone to complete.
What your client sees
Your client gets a clean, simple page to fill in. Required questions are marked, and they cannot submit until those are answered. When they are done, they submit and you are notified.
Keeping track of responses
Each form shows you how many have been sent and how many have been completed, so you can tell at a glance who still owes you an answer. To read what has come back, open the form and choose View responses. You will see each submission, including who submitted it and when.
If a form has been sent but not yet filled in, it shows as awaiting a response, so nothing slips through the cracks.
Reading a submission
Open any completed response to see the answers laid out clearly. For smart forms, this is also where you can run the extra actions, like analysing a food diary or pushing meals into a client's diary. For regular forms, it is simply a clean record of what the client told you.
Finding forms quickly
As your list grows, use the search box to find a form by name, and use the filters to narrow the list by type. You can filter by intake, consent, questionnaire, discovery, or smart forms, and you can also switch to the archived view to see forms you have retired.
Archiving a form
When you no longer need a form, you can archive it to keep your list tidy. Archived forms are not deleted, so you can bring one back later by reactivating it from its menu. Keep in mind that if the form is a public discovery form, archiving it will stop the public link from working, so anyone with that link will no longer be able to open the form.
Forms in the Client Portal
Your clients will be able to fill in the forms in their client portal. When they complete a form, you will be notified by email to view their submission. Your clients can also view all of their completed forms. Once a form is completed, it cannot be edited.
