Setup | Create Forms

The BreezyNotes Client Portal allows you to build any form you can imagine for your clients to complete. This includes intake paperwork, consents, releases, client self-assessments and more.

There is one default form in the portal; “Concerns and Symptoms.” When a client completes this form it will auto populate in the Diagnostic Assessment.

To add your own Client Forms:

1. Go to “Client Portal” under Administration.
2. Click “Create New Form” and save a Form name.
3. Drag or Click a field to add it to your form.
4. Use the “Heading” or “Paragraph” fields to enter your form text.
5. Use the other fields to create a custom form that has:
   1. Text boxes
   2. Text areas (for clients to enter larger amounts of text)
   3. CheckBoxes
   4. Radio Buttons
   5. Select (Dropdown lists)
   6. Date Fields
   7. Number Fields

For a sample form with an eSignature and date requirement, please contact BreezyNotes Support.

Don’t want to put your own intake forms? BreezyNote will do it for you! Contact us for a Quote.