Forms

Available Forms

Current form templates:

• TMS Intake - Full TMS treatment intake questionnaire
• PHQ-9 - Depression screening (9 questions)
• GAD-7 - Anxiety screening (7 questions)

Assign Form to Patient

1. Go to patient details page
2. Click “Assign Form” button
3. Select form template from dropdown
4. Click “Assign”

This creates a unique patient portal link.

Send Form to Patient

After assigning:

1. Copy the patient portal link
2. Send via:
   • Email
   • SMS text message
   • Patient portal
   • Any secure messaging system

Patient Portal Experience

When patient clicks the link:

1. They see the form on mobile or desktop
2. Questions appear one section at a time
3. Progress is auto-saved
4. They submit when complete

The link is unique and single-use.

Form Submissions

After patient submits:

• Staff sees it in “Intake Forms” dashboard
• Status changes to “submitted”
• AI summaries can be generated (optional)
• Staff can approve/reject

Custom Forms

Form builder coming soon.

For now, to add custom forms:

• Contact dev team
• Provide form questions and structure
• Dev team will add template to system