Insert Checkbox in the Medical Phone Consultation Form

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

4.6 out of 5
51 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.
You can create a new intake form from scratch or search Words template database to find a premade solution. In either case, youll need to enable Words Developer menu to create and edit the form. You can find it under File Options Customize Ribbon.
You can find it under File Options Customize Ribbon. Check the Developer box in the right-hand column. Select Design Mode from the Developer toolbar and add content controls to add questions to your form. Content controls are elements like text boxes and checkboxes that clients can use to provide information.
How to create a client intake form Step 1: Click on Create New Form. Step 2: Select if you want to create from scratch or if you prefer to use a free template. Step 3: Name your Form. Step 4: Drag and drop the form fields. Step 5: Put the fields applicable to your business. Step 6: Format each field.
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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.
To integrate IntakeQ with your Square account, follow these steps: 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.
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)

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