Insert Checkbox from the Medical Phone Consultation Form

Aug 6th, 2022
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How to Insert Checkbox from the Medical Phone Consultation Form

4.8 out of 5
39 votes

to this smartsheet tutorial today we are going to be looking at how you can add a checkbox into a sheet in the smartsheet now what ive done here is ive opened up my home interface and im just going to open up a new sheet now what you need to do when you want to create a checkbox column is you need to change the column type so in the case of this tutorial im going to to do it to column two one thing to know is you cannot change the primary column um to a check checkbox column that wont work you will need to either create a new column by right clicking on the column and clicking insert column right or you will need to do so via editing one of the other existing columns so im going to show you both ways so well start with column two now what you need to do is you need to scroll down to the bottom and you need to click edit column properties now what you want to do here is you want to click the check box option now at this stage you can either restrict the entire column to check box

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Visit the App integrations section of your online Square Dashboard click Visit App Marketplace. Search for IntakeQ in the search bar click Search. Under IntakeQ, click Get Started. Allow permissions to access your Square account information.
What Is an Intake Form? An intake form collects all the information an organization or department needs to properly assess and route an individual or request through a business process. Examples include: Client Intake. Project Intake.
Once you have logged in, click on Book an Appointment. If your clinic has multiple locations, select the location of your choice. To book by treatment, first select the desired treatment. The schedule will appear, showing you which times are available for today or this week.
During the client consultation, make sure you gather the following information: Personal information, such as their name, age, date of birth, etc. Lifestyle, including dietary restrictions, exercise regimens, whether they drink or smoke, etc. The consultation form needs to be duly signed by the client.
Here are some important areas an effective medical history form should cover: Patient contact information. Age and gender. History of surgeries and treatments. Previous tests and scans. Dates and timeline of symptoms. Family medical history. Past diseases and illnesses. Known allergies.
Head to Settings Forms Surveys then click View Forms: Click New Intake Form. Name your form ingly and set it to Send Manually. Disable all the Profile Fields to neither include nor require on your Consent or Update form (except First Name, Last Name, and Email, Jane needs those to identify the patient)
Click the + sign on each patient to bring up the Merge view. Youll see the + button when you hover your mouse over the patients name. Then, choose the record you want to be the primary record. Jane will do her best to let you know if the profiles look like a match.
While logged in as a Full Access user head to Settings Forms Surveys Click on View Forms: Click on the blue hyperlink name of your Intake Form or the Edit button. Click the blue Consents hyperlink and then check the box for Require Signature. Scroll to the bottom of the page and click Save Intake Form.

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