How do I know what my pre-screen form looks like?

You can see how your pre-screen form looks like to your patients. Read on to learn how or watch a webinar about optimizing your intake process here:


1. Click on "Referrals". 

2. Click on the "Pre-Screen" tab.

3.Click on "View your pre-screen form" on the right side of the page. 

4. This is how the patients would see your public profile.

5. To see your pre-screen form questions, go to the "Consultation Request" tab. Then checkmark "This request is not an emergency or urgent matter. I wish to proceed.

6. It will display the questions that you set up on your pre-screen form to fill out.

That's it! If you have any questions, please contact us.

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