Getting Started with Juvonno's Intake Form Builder

This article explains how to use Juvonno’s Intake Form Builder to create and customize patient intake forms. The Intake Form Builder allows you to build forms using sections, rows, and content elements so you can collect the information your clinic needs. If you are unsure how to access the Intake Form Builder, can’t find specific form features, or want to learn how elements like conditional fields, required fields, or auto-populate options work, this guide will walk you through the process. Users often search for terms like “create patient intake form,” “intake form builder not showing,” and “how to customize intake form,” which this article addresses.

Where to Find the Intake Form Builder

You can find the Intake Form Builder in Settings under Forms & Letters: 

1. Go to Settings

    

2. Under Forms & Letters, select Intake Form & Chart Templates

    

3. Click + New Intake Form Template

    

4. Select an option: 
   • Start from Scratch to build own intake form from start to finish 
   • Click an existing template to edit and customize: 
      

5. Once started, give your intake form a name (e.g., Billing Agreement) on the top-left corner:
    

   

    

I don’t see the Intake Form Builder

If the Intake Form Builder is not visible, make sure that you have the appropriate permissions by contacting your clinic administrator. 

Overview of the Intake Form Builder Page

Key Features:

• View Tour: Take a guided walkthrough of the page. This feature highlights key buttons and explains their functions, helping you get familiar with the form builder layout and tools.
• Preview Form: View how your intake form will appear on desktop, tablet, and mobile.
• Settings (Gear Icon): Configure intake form options, including:
  • Enable auto-population for certain Short Answer and Date Content fields, allowing them to automatically fill in information pulled directly from the patient’s profile in Juvonno
  • Customize the navigation buttons color for your branding guidelines
  • Move between pages
  • Duplicate or delete entire pages
• Add Page (Plus Icon): Located beside Sections and Rows, this lets you add new pages to your intake form.

• Auto-save: Your intake form automatically saves your progress every minute as you work.

   

Building a Patient Intake Form

Adding Sections, Rows, and Content 

Your intake form is built using Sections, Rows and Content elements.

There are three features you’ll use to build your intake form and each one adds a different layer:

• Add a Section: Select + Add Section. This creates a new section, which you can use to organize your intake form into parts (e.g., Patient Info, Health History).
   
• Add a Row: Select + Add Row. This will add a new row within that section. Rows are where you place your intake form Content.
   
• Add Content: Select + Content. This opens the list of Content elements available (e.g., text fields, dropdowns, signatures) to build your intake form.

Understanding Sections and Rows

• Sections help group related questions or topics (e.g., one section for Patient Demographics, another for Health History).
• Rows are where you insert individual intake form Content. By default, Rows appear in a single column, but you can choose up to four columns.

To adjust the column layout, click the column icon on the top-right of the Row.

Two additional features allow you to duplicate or delete a Row or Section.

 

Add Your Logo

You can personalize the intake form by uploading your clinic’s logo. Just click Add Your Logo at the top of the page.

Available Content Elements 

Here’s a quick reference of the elements you can use to build your intake form:
 

 
Advanced Features

Required & Conditional Fields

Most content elements include two key options:

• Required: The intake form cannot be submitted unless this question is answered.
   
• Only Show If: Display this question only if a specific answer is given to a previous question (e.g., show a follow-up question if “Yes” is selected).

For example: Create a Single Choice question with “Yes” and “No” options.
Then, set a second question to appear only when “Yes” is selected.

Auto-Populate Options

You can auto-fill certain fields with data pulled directly from the patient's profile in the system. 

These are available for:

• Short Answer Fields
  • First Name
  • Last Name
  • Full Name
  • Age
  • Phone Number
  • Email Address
  • Address (including Full Address or City, Province, Country, Postal Code)
• Date Field

  • Date of Birth 

     

Publishing Your Intake Form 

Once built, the Intake Form will need to be published before it can be used. 

1. When you’re ready to make the intake form live, click Publish.

    

2. Then, set it as a default intake form
   1. Go to Settings
   2. Under Forms & Letters, select Intake Form & Chart Templates

   3. Click Intake Form Defaults

       

4. Check the box of the intake forms you would like to appear in the patient's profile

    

Helpful Tips 

• You can rearrange the layout of your intake form by moving entire Sections up or down on the page.

• Within each Section, you can move the Rows up or down to change the order of the content. 

  You cannot drag or move a Row from one Section into another. If you need a Row you've created to appear in a different Section, you’ll need to recreate it in the new Section and delete it from the original.

• Text can be aligned to the left or center. This helps you control the visual presentation of your form and can be useful for headings or instructions that you want to stand out.
• When using Multiple Choice or Single Choice content, you can add an “Other” response option to allow patients to enter a custom answer if none of the provided choices apply.  
• When you use the Duplicate icon on a Row, the entire Row is copied exactly as it appears including all of the Content (e.g., text fields, questions, headings) already placed inside it. This is a helpful way to save time if you’re creating similar sections of the form, such as repeating question sets or structured layouts. Just remember that any content copied will need to be edited manually if you want it to differ from the original.
• To delete an individual Content element from a Row, use the trash can icon on the Content element.
• If you change the number of columns in a Row after adding Content, any Content in columns that are removed will also be deleted. For example: if you reduce a two-column Row to one column, any Content in the second column will be lost.
• To add space between paragraphs in your form text, it’s best to place each paragraph in a separate row using the Body Text content type. This ensures that proper spacing is maintained and the form appears clean and easy to read which is especially useful for long explanations or policy information.
• If you change the number of columns in your row, any content in those rows will be lost (i.e., if you have 3 columns with content, and change to one column then all content in columns 2 and 3 will be deleted) 

Need help building your intake forms?

Our team can assist with creating intake forms for your clinic. This service is available for a fee. If you’d like to learn more or discuss your options, please contact our support team.