Getting Started with Juvonno's Intake Form Builder

Juvonno’s Intake Form Builder makes it easy to create custom patient intake forms for your clinic. You can choose from editable templates or build your own using a variety of flexible features.

How to Access the Intake Form Builder

Step 1

Go to Settings

Step 2 

Under Forms & Letters, select Intake Form & Chart Templates

Step 3 

Click + New Intake Form Template

You can then either Start from Scratch or select an existing template to customize:

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

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.

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

Then, set it as a default intake form under:
Settings → Intake Form & Chart Templates → Intake Form Defaults → Show in Profile

Building a Patient Intake Form

Adding Sections, Rows, and Content 

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

There are three icons you’ll use to build your intake form — 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 Content 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 with:

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
  
  

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 also move Rows up or down to change the order of the Content. However, it’s important to note that you cannot drag or move a Row from one Section into another. If you need a Row to appear in a different Section, you’ll need to recreate it in the new Section and delete it from the original.
  
  
• For any text you add (such as with the Heading or Body Text Content types), you can choose to align it 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 elements, you can enable an “Other” response option. This allows patients to enter a custom answer if none of the provided choices apply. It’s especially helpful when the possible responses might not be exhaustive or when flexibility is needed.
  
  
• When you use the Duplicate icon on a Row, the entire Row is copied exactly as it appears — including all 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—especially useful for long explanations or policy information.
  
  
• To avoid accidentally losing work, it’s best to finalize your Row layout before adding Content.