Can I change the wording on the client self-intake link?

Add your own forms to the onboarding link: Forms, New Form, apply to Clients, Require on new intakes. Built-in sections like General Information keep their names.

Quick answer1 min readUpdated for AveeCare
Short answer

You can add your own forms to the client self-intake (onboarding) link, written your way. The built-in sections, such as General Information, keep their names; your forms show after them. Build the form on the Forms page, set it to apply to Clients, and turn on Require on new intakes with the eye icon.

Step by step

  1. Open Forms and click New Form. Build your questions, or start from a PDF you already use.
  2. Set Applies to: Clients.
  3. On the Forms page, click the eye icon (Require on new intakes).
  4. Your form now shows on every new onboarding link as a required step.

Good to know

  • Change it any time with Edit Form on the Forms page.
  • Built-in section names such as General Information cannot be renamed.

Keep going

Remote Onboarding (link-based)

Generate a secure link the patient or family fills out themselves. Tracked from /patients.

Form builder (drag fields)

Drag fields, set required, set conditional logic, save the template.

Written by
Calvin Nesvig
Founding Partner, AveeCare

Builds AveeCare full-time. The AveeCare Help Center is written and maintained by the team that builds the product, so the steps in every article come from the same people who ship the features.

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