Articles on: Forms & Assessments

What is a Smart Form?

A Smart Form, such as a registration or feedback form, can be sent out to clients from within WriteUpp for completion before, during or after treatment. As the form is sent to the client, it can be completed at their convenience, and does not need to be done during the treatment session.

These forms are created within WriteUpp using the Form Builder, a tool that allows you to create your own custom forms using a variety of different fields. You can also use the free pre-built responsive assessment forms found within the Assessment Store.

You can then send these forms to a client via the smart form pathway, which uses a combination of SMS and email depending on your requirements. The link to the form itself is delivered to the recipient via email, with an optional access code defined within Settings -> General (either SMS, email or none). You can read more about access codes for smart forms here.

Once the form is completed and saved by the client, you will be able to view it within the Forms/Assessments tab of the Client Summary.

Some possible uses for Smart Forms are:
Registration forms
Pre-treatment questionnaires
Post-treatment questionnaires
Feedback Forms

The benefits to you include:
Time-saving for the clinician - no need to go through forms with clients during sessions
Convenient for the client - no need to have the hassle of completing forms (and not having the information to hand) when they go for treatment
Completed forms are automatically added to the client record
Everything is saved in one place within the client record

Smart forms can either be sent as a standalone smart form, or as a "linked form" embedded within an email.

Updated on: 20/12/2023

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