Can I have two different demographic forms?

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Michelle A. Green

• February 05, 2021 21:57

I am a therapist and a mediator and I need to collect different information for therapy clients than I need for mediation clients and would like to have a "therapy" demographics form (the one in the portal works great) and a second "mediation" demographics form that does not ask for insurance. Is this possible?

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  Nicole “Nikki” Schwartz

  • February 06, 2021 18:47

  Michelle, you can set up a separate demographics form under intake forms. Then when you send docs out, uncheck the standard demographic form and check your custom one when needed.

  If your clients schedule themselves, though, I don’t know if you can change the demographic info that’s requested.

  Also, your custom form won’t fill in the demographic information in the clients account on SP. You could use the standard for that and send an additional form for the info you need for say mediation clients and check in their notes section or copy and paste it into “notes” field in the clients account info

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  Ruth

  • February 11, 2021 23:55

  Hi Michelle, Nicole is absolutely right! There's currently no way to customize our Demographics Information Form because the answers auto-populate into corresponding fields in the client's file. I'd recommend duplicating the Intake Questionnaire in Settings > Notes & Forms, by clicking the + icon next to it and then adjusting it to fit your mediation client needs. Now you can send the original Intake Questionnaire to all therapy seeking clients, and the Mediation Intake Questionnaire for clients you see for mediation. 

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