Authoring product intake forms

Create an active product form so patients answer the right questions before a clinician reviews the case.

Create or update the form

1. Open /practice/catalogue, select a product, then select Intake form.
2. Enter a form label.
3. Edit the Questions JSON array. Supported types are info, number, single_choice, multi_choice, text, and contact; contact fields are skipped because the patient is already known.
4. Edit the Triage rules JSON array. Supported rules compare answers or BMI with answer_eq, answer_in, answer_gt, answer_gte, answer_lt, answer_lte, bmi_gt, bmi_lt, or flag.
5. Choose Auto-recommend approval when a qualified answer set with no flags should show an approval signal. The clinician still makes the final decision.
6. Leave Active on when patients booking this product should see the form, then select Save.

Rules can return disqualify, qualify, or flag. The first disqualifying rule stops qualification; flags are collected for the clinician. Saving creates a new version and deactivates the previous version, while existing patient answers keep the version they saw.

Check before activating

1. Save the form inactive.
2. Link a test case to this product through the clinical workflow.
3. Check the patient portal, submit answers, and review the recommendation snapshot on the case.
4. Activate when the questions and rules are correct.

Patients see the form on /patient/dashboard; clinicians see the answers and recommendation on the case page.

Go further

• Set a product on a case
• Read the recommendation signal
• Manage the product catalogue