First off, thank you for the recent update. This is a HUGE step in the right direction for forms/charts.

A few additions that would be helpful:
1. Allow the date to be auto filled in for charts
2. Have the ability to auto pull the provider into the chart
3. Unlock the ability to pull the first name and last name into the forms

I'm not sure if it's my browser (Safari), but the padding seems off (especially the vertical padding) between the cells. There is a huge gap between cells.

Thank you.

Integrative Form that pushes collected client data like DOB, address, etc, to their client profile

Form and Charts should give you the option to pull over client's information, so it doesn't have to be manually added.

Automatically add information such as birthday or address from a form into the client's profile.

This would be incredibly helpful for our medical practice. I would add to have address info pulled over too. Thank you!

the idea of having the client complete the form is to free up time for the front desk employees. But it really doesn't since the front desk employee needs to review the form and input the missing info. Duplicate data entry always leads to incorrect information.

It's time consuming for patents to fill out consent forms and it would be great if some of the fields autofilled based on the clients profile. First name, last name, email, phone, date of birth, gender, etc. This would reduce redundancy and speed up the process.

Would like information on forms to be automatically transferred into the client's profile.

100%

Basic info population is a minimum. Additional automation, such as tagging a client based on form would be awesome. We have clients add a health history which would be nice to have on the profile outside of the form as well.

When a client fills out a form that asks for their birthday, put the birthday in the client profile so that I don't have to manually enter it in.

Name, Address, Phone, Birthdate, should auto populate in the form. It makes them crazy to have to keep adding it in! Especially if they are already in the system which they are.

I think it would be great if when a client completes a form the personal information like birthday, phone number, address, etc. automatically uploaded to their account. Also the next time they complete the form I wish the information would upload into the form from the last time

When a client fills out an intake form and includes their birth date, it would be awesome if their birth date was automatically added to their "client personal info" section.

When I client fills out a form that includes their email or phone number have it auto update or add to what is in their client profile, same with address birthday etc. rather than having to move that information over manually

When a client fills out a new client intake form, we would like the information to be added to client's profile ie. mobile number, email, address, medical info/allergies, etc.

Otherwise we have to manually check if their phone/ email is the same. And they have to manually update it. They should auto fill and auto link their client information like Name, Email, and Phone. Then if they change it, it can change in the system.

Syncing data collected in intake forms to client profile (e.g., zip code, gender, etc.). (e.g., not having them be individual PDFs)

Would like to be able to auto populate/add information from a completed form to the client profile. For example, if the client adds in their phone number or home address, the ability to transfer that information to the client profile would be helpful.

Allow the client to input referrals in forms. Then have a report that pulls these.