Preview a patient form

When patients click the secure link to access a form, it appears in the visual style of the Halaxy interface (or your custom brand) with the following features:

Patient-Intake-Form-Preview-01.png

An example of a Halaxy patient form

White-Label-03-Intake-Form.png

An example of a white labeled patient form with custom branding

  • Each section of the form is displayed as a new page

  • Patients can navigate between sections using the left-hand navigation panel

  • Patient can go back to any section to edit their answers

  • Clicking Save and Continue automatically saves their progress and takes them to the next section.

Before sending your form to your patients, you can preview it yourself to navigate and use the form as your recipients would.

It's recommended to preview your form to ensure that it looks and works just as you designed, avoiding potential issues or the need for corrections when you finally send it to patients.

Preview a patient form before sending

  1. Click Settings > General.

  2. Under the section Template Settings, next to Patient forms, click the Icon-Edit.svg pencil icon.

    Patient-Intake-Form-Setup-03.png
  3. In the list, next to the form you want to preview, click the Icon-Ellipsis-Vert.svg three dots icon, then select Preview.

    Patient-Intake-Form-Preview-02.png

Your patient form preview opens in a new tab.

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