How do I set up and edit my prospective patient pre-screen form?

Your pre-screen form is pre-populated with questions regarding your specialty. You can add any unique questions you want to customize the form or omit any questions that aren't to your liking. Every question on the pre-screen form is mandatory for prospective patients. Read on for a step-by-step guide, or watch a video here: 


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

2. Go to the "Pre-Screen" section, and toggle to "Pre-Screen."

3. To hide questions from the pre-screen form, uncheck the "Display" box. Some questions are mandatory. You will notice that the checkbox is greyed out for these questions. 

4. Click on the "+" below each section to add a new question to the form. 5. Add your question to the text box, and click "Add."

6. Make sure to click on "Save form questions" once you're done customizing your pre-screen form. 

If you have any questions, please contact us.

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