How do I remove questions from my intake form?

Providers can choose to hide some of the questions in their "Pre- Screen" form. Read on to see how or watch a webinar about optimizing your intakes process here:

1. First, click "Referrals" in the navigation panel, as illustrated below.

2. Click on "Pre-Screen."

3. The visibility of questions is controlled by the tiny check-boxes to the right of the questions, in the "Display" row. To hide any question, simply uncheck the check-box to the right of the question you'd like to hide. And presto, the box is unchecked.

4. When you are done, hit the orange "Save form questions" button to save your changes. 

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