Module 2: Editing Your Forms and Important Considerations

Module 2: Editing Your Forms and Important Considerations




SUMMARY KEYWORDS

form, filter, update, fills, dropdowns, practice, questions, inquiry, editing, therapist, subtract, columns, options, journey, pie graph, add, created, filtering, grief, based

Summary

  • Editing forms and submitting updates. 0:00
    • Berit Elizabeth explains how to edit forms and provides updates on the process.
  • Filtering and sorting inquiries for a mental health practice. 1:18
    • Berit Elizabeth demonstrates how to filter and sort incoming inquiries and prospects in Practice Access based on specific criteria, such as appointment time and insurance acceptance.
  • Form editing and filtering in a customer journey. 2:53
    • Berit Elizabeth explains how to view and analyze form data in a journey.
  • Customizing forms for contact tracking. 4:21
    • Practice customizes inquiry tracker forms to track all ways people inquire, including demographic information.

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