Creating and Managing Forms with Mynd’s Form Builder
Mynd’s Form Builder offers therapists an intuitive drag-and-drop interface for creating intake forms, consents, and custom questionnaires, making it easy to streamline client onboarding and track form completion.
1. Accessing the Form Builder
• Go to the Forms tab on the left side of your dashboard to access Mynd’s new Form Builder.
2. Building a Form
• Drag and Drop Elements: Mynd provides a variety of form elements to create custom questions:
• Heading and Subheading: Add titles or subtitles for clarity.
• Paragraph Text: Include detailed information or consent descriptions.
• Open-Ended Questions: Add questions where clients can provide detailed responses (e.g., “What brings you to therapy?”).
• Checkboxes: Useful for simple yes/no responses or client agreements (e.g., “I agree to the terms”).
• Multiple Choice and Multi-Select: Clients can choose one or multiple options, ideal for symptom checklists.
• Date Response: Perfect for birth dates or appointment dates.
• Signature Field: Add a signature field at the end for client verification and consent.
3. Previewing and Saving the Form
• Reorder and Preview: Rearrange fields to create a logical flow. Preview the form to see how it will appear to clients.
• Save Form: When satisfied, save and exit the editor.
4. Sending Forms to Clients
• Automatic Form Sending with Client Invitations:
• If you’d like to send specific forms (like intake or consent forms) with new client invitations, check the Invite Forms box. Selected forms will be automatically attached to the invitation email.
• Manually Send Forms:
• To send a form manually, select a client and click Send Form.
• Reminders for Pending Forms:
• Track form completion status from the calendar. If a form is pending, use the Send Reminder button to send a follow-up email.
5. Tracking Form Completion
• Calendar View Alerts: Mynd’s calendar displays pending forms or consents under each client’s session details, providing a quick view of outstanding items.
• Client Dashboard View: When clients log in, they will see a popup for any pending forms, prompting them to complete them before the session.
6. Client Experience
• Form Completion Process: Clients fill out responses, check required boxes, and sign if necessary. They can submit the form directly, which automatically updates on your end.
• Signature Options: Clients can type or draw their signature to verify consent.
7. Reviewing Completed Forms
• Access Responses: Completed forms will appear under the Forms tab, displaying responses and consent confirmations.
• Automatic Status Update: Once completed, form statuses update automatically, removing pending indicators.
8. Additional Support
• White Glove Onboarding: Mynd offers assistance in transferring forms from other platforms or PDFs, uploading forms on your behalf if needed.
This streamlined form builder ensures efficient client onboarding and easy consent management, allowing therapists to focus more on client care and less on administrative tasks.
