Clients can provide their preliminary details, scan through your guidelines, provide their digital signature, upload photos, and attend to questions in regard to their service history. You’ll instantly receive submissions to view, download, convert into PDFs, or print.
Some of the most common type of Form(s) created by businesses like yourself include:
- New client welcome forms
- Covid assessment forms
- Session/treatment notes
- Intake forms
- Consent forms
- Post appointment follow-ups
- Surveys and questionnaire
Loading documents into Yocale is something that you will most likely do regularly, so let’s explore the Form builder and its capabilities in detail.