Intake forms, in the format that fits.

Choose how recipients move through your intake form: one question at a time, one scrollable page, or several pages grouped by topic. Pair the layout with question types that fit the information you need.

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Compare the three layouts

A sample intake form

How should we contact you?

Preferred contact method

Question 1 of 3

One question at a time. A focused sequence, with room for the instructions that go with each question.

Illustrated examples with fictional answers. Switch layouts to compare how a form is presented.

Shape the form around the person filling it out.

Choose a display format
Use One question at a time for a focused flow, Single page for an at-a-glance form, or Multiple pages to group related questions and uploads.
Choose how people answer
Go beyond text boxes. Use choices, scales, tables, repeating groups, drawings, and signing fields. Add instructions beside the questions they explain.
Try it before you send it
Preview the selected layout with practice answers. Check the flow, instructions, and signing experience, then save the form for future requests.

27 ways to ask, sign, and explain.

Explore all 27 field and content types, including 26 answer and signing controls plus instructions. They work with each form layout and are available when you build a form manually.

Text and contact details

Short text / identifier: Names, record identifiers, and other brief responses.
Paragraph: Longer answers, background details, and explanations.
Email: An email address with format validation.
Phone: A phone number for contact details.
Website: A website address or other web link.
Address: Street, city, region, postal code, and country, with required parts you choose.

Numbers, dates, and time

Number / amount: Numeric responses with optional units, currency labels, and limits.
Rating / scale: A numeric scale with a minimum, maximum, and increment you set.
Date: A calendar date, such as a date of birth or visit.
Time: A time of day.
Date and time: A date and time together in one response.
Duration (minutes): A numeric duration, displayed in minutes by default.

Choices and preferences

Checkbox: A single checkbox to confirm a statement.
Yes / No: An explicit Yes or No response; either answer can satisfy a required question.
Single choice: One answer from a visible list of options.
Dropdown: One answer from a dropdown menu.
Multiple choice: Several answers from a list of choices.
Ranking: An ordered list of choices, with recipients assigning each item a rank.

Dropdown, single-choice, and multiple-choice questions can include an “Other — please specify” response.

Tables and repeated details

Matrix / Likert grid: Related items with one choice, several choices, text, or numbers in each row.
Table: Labeled rows and columns, with fixed rows or rows recipients can add.
Repeating group: A set of fields recipients can repeat for additional entries.

Tables and repeating groups support up to 10 fields per row and 100 rows, with required cells and row limits.

Acknowledgments and signing

Attestation: An acknowledgment checkbox with the agreement wording you provide.
Initials: Typed or drawn initials, selected when you build the form.
Signature: A typed name and a drawn signature collected together.

Visuals and instructions

Drawing: Freehand responses, with pen, line, and circle tools.
Diagram markings: Marks drawn over an approved diagram or background image.
Instructions / content: Instructions, consent passages, and reference images that require no answer.

A familiar form, with a little more guidance.

Keep instructions close to the question: Informational passages accompany response controls without adding an extra conversational step. Longer forms can use named page groups to make related questions easier to follow.
Show the questions that apply: Use conditional visibility to show relevant questions or document requests based on earlier answers. Required fields and validation help recipients find what still needs attention.
Make room for review: Recipients can review their active answers and return to make corrections before submission. Packets retain each source form’s layout, so a consent and a questionnaire can use different formats.

A few practical answers.

Which form display formats are supported?

PHI Uploader supports One question at a time, Single page, and Multiple pages. Choose a format for each saved form. Multiple pages groups questions and uploads by named section, while packets preserve each source form’s selected layout.

What question types can I put in a form?

The editor offers 27 field and content types: short text, paragraph, number, email, phone, website, address, date, time, date and time, duration, checkbox, yes/no, dropdown, single choice, multiple choice, rating, ranking, matrix, table, repeating group, attestation, signature, initials, drawing, diagram markings, and instructions/content. Document upload requests are available separately.

Do I need AI import access to use the expanded fields?

No. The expanded controls are available in the manual form editor without AI import access. AI-assisted document import is a separate feature that requires account enablement.

Can I preview the recipient experience?

Yes. The form preview uses the selected layout and supports practice answers and signatures. Preview uploads are disabled, and finishing a preview does not submit a recipient response.

Build a form that is easier to work through.

Start with your questions, choose the layout, and preview the experience before sending your next request.

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