Why are my questions not showing up on my pre-screen form?

So that the questions in your pre-screen request form show up, first you need to save your public profile in the ''Public Profile'' section and your questions on the ''Pre-screen'' section. 

Read on to learn how or watch a webinar about optimizing your intake process here:


Setting up your public profile

1. From your main dashboard, click on "Referrals."

  1. Go to the "Public Profile" section.

  1. Click on the section(s) of your public profile you want to set up or edit.  

  1. After editing the section(s), make sure each section checkbox you want to show is checked, and click on "Save profile."


Setting up your pre-screen form

1. Go to the "Pre-Screen" section.

2. To add a new question under a section, click on the "+" sign below each section.

3. To ensure that a section(s) appears in your consultation request form, make sure to check the boxes next to each section.

Your pre-screen form will save automatically.

If you have any questions, please contact us.

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