Guide4 min read
Forms, intake & policies
Collect necessary booking details and policy acknowledgments.
Before the appointment
Forms can help providers ask about logistics, preferences, and other relevant service details. Questions should be necessary for the service and appropriate to the provider's scope.
Set up a form
- Choose or create a suitable form template.
- Add questions needed for the service and indicate required fields.
- Set when clients should complete the form.
- Review how policy acceptance and timestamps are captured.
- Test with fictional data before sharing a public booking link.
Clinical data is different
Good to know
Do not store protected health information in general RL workflows. Clinical records and protected forms belong in RL Health once its security and production readiness requirements are met.