[{"data":1,"prerenderedAt":1341},["ShallowReactive",2],{"help:\u002Fhelp\u002Fclients\u002Freview-a-submitted-form":3,"help-all-categories":305,"help-cat-articles:\u002Fhelp\u002Fclients\u002Freview-a-submitted-form":425,"help-related:\u002Fhelp\u002Fclients\u002Freview-a-submitted-form":426},{"id":4,"title":5,"audience":6,"body":7,"category":281,"description":282,"draft":283,"extension":284,"icon":285,"keywords":286,"meta":293,"navigation":294,"order":295,"path":296,"related":297,"seo":301,"stem":302,"updatedAt":303,"__hash__":304},"help\u002Fhelp\u002Fclients\u002Freview-a-submitted-form.md","Review a submitted form","clinic",{"type":8,"value":9,"toc":265},"minimark",[10,19,24,27,97,100,132,144,150,154,169,183,187,190,196,202,206,213,217,223,227,232,240,244,247,251,258,262],[11,12,13,14,18],"p",{},"Open ",[15,16,17],"strong",{},"Clients → Submissions"," and click a submission to see everything the client entered — answers, signatures, uploaded files, delivery status, and internal notes. Unsigned answers can be corrected; signed ones are locked and must be re-collected.",[20,21,23],"h2",{"id":22},"whats-on-the-submission-detail-page","What's on the submission detail page?",[11,25,26],{},"The header shows the client, the template, and the submission's status:",[28,29,30,43],"table",{},[31,32,33],"thead",{},[34,35,36,40],"tr",{},[37,38,39],"th",{},"Status",[37,41,42],{},"Meaning",[44,45,46,57,67,77,87],"tbody",{},[34,47,48,54],{},[49,50,51],"td",{},[15,52,53],{},"Sent",[49,55,56],{},"Emailed to the client, not yet opened",[34,58,59,64],{},[49,60,61],{},[15,62,63],{},"Viewed",[49,65,66],{},"Opened, not yet submitted",[34,68,69,74],{},[49,70,71],{},[15,72,73],{},"Completed",[49,75,76],{},"Submitted — answers are on the page",[34,78,79,84],{},[49,80,81],{},[15,82,83],{},"Expired",[49,85,86],{},"The fill-in link lapsed before they finished",[34,88,89,94],{},[49,90,91],{},[15,92,93],{},"Archived",[49,95,96],{},"Retired from the active list",[11,98,99],{},"Below it:",[101,102,103,110,120,126],"ul",{},[104,105,106,109],"li",{},[15,107,108],{},"Response data"," — every answer, in the order the form asked. File-upload answers render as real download links.",[104,111,112,115,116,119],{},[15,113,114],{},"Signatures"," — each signature or initial field shows the captured signature and when it was signed, or ",[15,117,118],{},"Not signed",".",[104,121,122,125],{},[15,123,124],{},"Email status"," — whether the form email was delivered and opened, and when the link expires.",[104,127,128,131],{},[15,129,130],{},"Admin notes"," — a free-text notes box for staff, invisible to the client.",[11,133,134,135,139,140,143],{},"Use ",[136,137,138],"code",{},"j","\u002F",[136,141,142],{},"k"," or the arrow keys to step to the previous or next submission without going back to the list.",[145,146,147],"tip",{},[11,148,149],{},"The browser tab title deliberately shows a short reference instead of the client's name, so a screen-share or a glance at your tabs doesn't leak who submitted what.",[20,151,153],{"id":152},"chase-an-unfinished-form","Chase an unfinished form",[11,155,156,157,160,161,164,165,168],{},"For a submission still in ",[15,158,159],{},"sent",", ",[15,162,163],{},"viewed",", or ",[15,166,167],{},"expired",":",[101,170,171,177],{},[104,172,173,176],{},[15,174,175],{},"Resend"," emails the client their form link again.",[104,178,179,182],{},[15,180,181],{},"Copy link"," copies the fill-in link so you can send it yourself, or open it for a client at the desk.",[20,184,186],{"id":185},"edit-an-answer-and-when-you-cant","Edit an answer — and when you can't",[11,188,189],{},"If your role can manage submissions, completed responses can be edited — the pre-signature typo-fix path. Every edit is kept in an edit history.",[11,191,192,195],{},[15,193,194],{},"Signed responses are locked."," Once a client has signed, editing any answer is refused — a consent with silently changed answers under a signature would be worthless. To correct a signed submission, re-send the form and collect a corrected, re-signed response; the original stays intact as the record of what was actually signed.",[197,198,199],"warning",{},[11,200,201],{},"Don't work around the lock by keeping corrections in the notes box for anything clinically or legally material — re-send the form. The signature must cover the answers.",[20,203,205],{"id":204},"masked-answers-phi","Masked answers (PHI)",[11,207,208,209,212],{},"If a form is marked as containing protected health information and your role doesn't include clinical chart access, the answers appear masked. You can ",[15,210,211],{},"reveal"," them for that one submission when your work requires it — the reveal is recorded in the audit trail with your name. Accountability, not a hard wall.",[20,214,216],{"id":215},"download-and-export","Download and export",[11,218,219,222],{},[15,220,221],{},"Download PDF"," produces the completed form — answers and signatures — as a PDF for printing or external records.",[20,224,226],{"id":225},"common-questions","Common questions",[228,229,231],"h3",{"id":230},"the-client-says-the-link-expired-what-do-i-do","The client says the link expired. What do I do?",[11,233,134,234,236,237,239],{},[15,235,175],{}," on the submission — it emails them a fresh link to the same form. Or ",[15,238,181],{}," and send it however you like.",[228,241,243],{"id":242},"can-i-change-an-answer-after-the-client-signed","Can I change an answer after the client signed?",[11,245,246],{},"No. Signed responses are locked; re-send the form and collect a corrected, re-signed response. The original stays on record.",[228,248,250],{"id":249},"why-are-the-answers-hidden-behind-a-mask","Why are the answers hidden behind a mask?",[11,252,253,254,257],{},"The form contains protected health information and your role doesn't include chart access. ",[15,255,256],{},"Reveal"," shows them for that submission and records the reveal in the audit trail.",[228,259,261],{"id":260},"who-can-edit-unsigned-answers","Who can edit unsigned answers?",[11,263,264],{},"Anyone whose role can manage submissions — it's a capability, not a job title. Edits are kept in the response's edit history.",{"title":266,"searchDepth":267,"depth":267,"links":268},"",2,[269,270,271,272,273,274],{"id":22,"depth":267,"text":23},{"id":152,"depth":267,"text":153},{"id":185,"depth":267,"text":186},{"id":204,"depth":267,"text":205},{"id":215,"depth":267,"text":216},{"id":225,"depth":267,"text":226,"children":275},[276,278,279,280],{"id":230,"depth":277,"text":231},3,{"id":242,"depth":277,"text":243},{"id":249,"depth":277,"text":250},{"id":260,"depth":277,"text":261},"clients","Open a client's form submission to read answers and signatures, fix unsigned responses, and see why signed answers are locked from editing.",false,"md","i-lucide-file-check",[287,288,289,290,291,292],"view form submission","consent form not signed","edit form answers","signed response locked","resend intake form","download form pdf",{},true,22,"\u002Fhelp\u002Fclients\u002Freview-a-submitted-form",[298,299,300],"\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents","\u002Fhelp\u002Fclients\u002Fbuild-a-form","\u002Fhelp\u002Fclients\u002Fwhy-is-a-field-hidden",{"title":5,"description":282},"help\u002Fclients\u002Freview-a-submitted-form","2026-08-14","4TZjyeL1bq62dt6qTp6i0o79a7qgrz5N72U7wArdUu0",[306,317,326,335,344,354,364,374,384,394,404,415],{"id":307,"title":308,"audience":6,"description":309,"extension":310,"icon":311,"meta":312,"order":313,"slug":314,"stem":315,"__hash__":316},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":318,"title":319,"audience":6,"description":320,"extension":310,"icon":321,"meta":322,"order":267,"slug":323,"stem":324,"__hash__":325},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":327,"title":328,"audience":6,"description":329,"extension":310,"icon":330,"meta":331,"order":277,"slug":332,"stem":333,"__hash__":334},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":336,"title":337,"audience":6,"description":338,"extension":310,"icon":339,"meta":340,"order":341,"slug":281,"stem":342,"__hash__":343},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":345,"title":346,"audience":6,"description":347,"extension":310,"icon":348,"meta":349,"order":350,"slug":351,"stem":352,"__hash__":353},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":355,"title":356,"audience":6,"description":357,"extension":310,"icon":358,"meta":359,"order":360,"slug":361,"stem":362,"__hash__":363},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":365,"title":366,"audience":6,"description":367,"extension":310,"icon":368,"meta":369,"order":370,"slug":371,"stem":372,"__hash__":373},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"team","help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":375,"title":376,"audience":6,"description":377,"extension":310,"icon":378,"meta":379,"order":380,"slug":381,"stem":382,"__hash__":383},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":385,"title":386,"audience":6,"description":387,"extension":310,"icon":388,"meta":389,"order":390,"slug":391,"stem":392,"__hash__":393},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":395,"title":396,"audience":6,"description":397,"extension":310,"icon":398,"meta":399,"order":400,"slug":401,"stem":402,"__hash__":403},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":405,"title":406,"audience":407,"description":408,"extension":310,"icon":409,"meta":410,"order":411,"slug":412,"stem":413,"__hash__":414},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":416,"title":417,"audience":407,"description":418,"extension":310,"icon":419,"meta":420,"order":421,"slug":422,"stem":423,"__hash__":424},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[427,708,1146],{"id":428,"title":429,"audience":6,"body":430,"category":281,"description":697,"draft":283,"extension":284,"icon":698,"keywords":699,"meta":700,"navigation":294,"order":411,"path":298,"related":701,"seo":704,"stem":705,"updatedAt":706,"__hash__":707},"help\u002Fhelp\u002Fclients\u002Fsend-forms-and-consents.md","Send forms and consents",{"type":8,"value":431,"toc":682},[432,435,439,444,447,450,470,473,478,482,492,526,529,533,538,615,618,621,625,632,641,645,651,655,662,672,676],[11,433,434],{},"Forms cover intake questionnaires, medical history, consent, and post-treatment sign-off. You build a template once and send it as many times as you need.",[20,436,438],{"id":437},"build-a-form","Build a form",[11,440,441],{},[15,442,443],{},"Clients → Forms → New form",[11,445,446],{},"Add fields, group them into sections, and mark the ones that are required. Start from a blank form or one of the starter templates.",[11,448,449],{},"Per-form settings worth knowing:",[101,451,452,458,464],{},[104,453,454,457],{},[15,455,456],{},"Category"," — how the form is grouped in the list and in a client's documents",[104,459,460,463],{},[15,461,462],{},"Signature"," — whether a signature is captured at the end",[104,465,466,469],{},[15,467,468],{},"Expiry"," — a default number of days a sent link stays live",[11,471,472],{},"Each template has version history, so you can see what changed and when. A form already sent to a client keeps the version they were sent — editing a template never rewrites a completed submission.",[145,474,475],{},[11,476,477],{},"Archive a form you no longer send instead of deleting it. Deleting orphans the submissions that reference it.",[20,479,481],{"id":480},"send-a-form","Send a form",[11,483,484,487,488,491],{},[15,485,486],{},"Clients → Submissions → Send",", or from a client's profile, or from the ",[15,489,490],{},"Send"," button in the top bar.",[493,494,495,499,502,506,509,513,516,520,523],"steps",{},[228,496,498],{"id":497},"pick-the-form","Pick the form",[11,500,501],{},"The active templates you're allowed to send.",[228,503,505],{"id":504},"pick-who-gets-it","Pick who gets it",[11,507,508],{},"One client, several selected from the directory, or everyone carrying a particular tag. If the person isn't in the directory yet you can add them inline without leaving the send screen.",[228,510,512],{"id":511},"set-the-expiry","Set the expiry",[11,514,515],{},"Default seven days, adjustable. The screen tells you the exact date the link will stop working.",[228,517,519],{"id":518},"choose-the-email","Choose the email",[11,521,522],{},"An email notification goes with the form by default, using one of your email templates. You can turn it off and share the link some other way.",[228,524,490],{"id":525},"send",[11,527,528],{},"Each recipient gets their own private link. Nobody can see anybody else's answers, and the link carries no login.",[20,530,532],{"id":531},"track-a-submission","Track a submission",[11,534,535,537],{},[15,536,17],{}," lists everything sent. Each one moves through these states:",[28,539,540,548],{},[31,541,542],{},[34,543,544,546],{},[37,545,39],{},[37,547,42],{},[44,549,550,560,569,578,588,597,606],{},[34,551,552,557],{},[49,553,554],{},[15,555,556],{},"Draft",[49,558,559],{},"Created but not sent",[34,561,562,566],{},[49,563,564],{},[15,565,53],{},[49,567,568],{},"Delivered, not yet opened",[34,570,571,575],{},[49,572,573],{},[15,574,63],{},[49,576,577],{},"The client opened the link",[34,579,580,585],{},[49,581,582],{},[15,583,584],{},"In progress",[49,586,587],{},"They started answering",[34,589,590,594],{},[49,591,592],{},[15,593,73],{},[49,595,596],{},"Submitted, and signed if the form asked for a signature",[34,598,599,603],{},[49,600,601],{},[15,602,83],{},[49,604,605],{},"The link passed its expiry unanswered",[34,607,608,612],{},[49,609,610],{},[15,611,93],{},[49,613,614],{},"Filed away",[11,616,617],{},"The list flags forms that were sent more than 72 hours ago and never opened, so a stalled intake gets chased instead of forgotten.",[11,619,620],{},"You can resend, extend, or cancel outstanding forms in bulk from the list.",[20,622,624],{"id":623},"attach-forms-to-a-service","Attach forms to a service",[11,626,627,628,631],{},"A service can require a form. Set it on the service under its ",[15,629,630],{},"Forms"," tab, and the form is offered — or required — as part of that booking.",[197,633,634],{},[11,635,636,637,640],{},"If a service requires a signed clinical form and it isn't signed, ",[15,638,639],{},"checkout is blocked"," for that sale. The message names the form. Send and complete it, then settle.",[20,642,644],{"id":643},"filling-a-form-in-the-clinic","Filling a form in the clinic",[11,646,647,650],{},[15,648,649],{},"Kiosk"," turns a tablet at the front desk into a self-serve station: the client picks their form, fills it in, signs, and hands the tablet back. The kiosk is PIN-protected so a client can't wander into the rest of the app, and it locks out after repeated wrong PINs.",[20,652,654],{"id":653},"reading-the-answers","Reading the answers",[11,656,657,658,661],{},"Completed submissions appear on the client's ",[15,659,660],{},"Documents"," tab and in the submission list. Open one to read the answers, see the signature, and download a PDF.",[197,663,664],{},[11,665,666,667,119],{},"Health information in forms is treated as sensitive. Access to submissions and clinical charts is permission-gated separately from the rest of the client record — see ",[668,669,671],"a",{"href":670},"\u002Fhelp\u002Fsettings\u002Froles-and-permissions","Roles and permissions",[20,673,675],{"id":674},"reporting","Reporting",[11,677,678,681],{},[15,679,680],{},"Growth → Reports → Forms funnel"," shows how many forms you send, how many are opened, and how many come back completed.",{"title":266,"searchDepth":267,"depth":267,"links":683},[684,685,692,693,694,695,696],{"id":437,"depth":267,"text":438},{"id":480,"depth":267,"text":481,"children":686},[687,688,689,690,691],{"id":497,"depth":277,"text":498},{"id":504,"depth":277,"text":505},{"id":511,"depth":277,"text":512},{"id":518,"depth":277,"text":519},{"id":525,"depth":277,"text":490},{"id":531,"depth":267,"text":532},{"id":623,"depth":267,"text":624},{"id":643,"depth":267,"text":644},{"id":653,"depth":267,"text":654},{"id":674,"depth":267,"text":675},"Build a form once, send it to one client or many, and track it from sent to signed.","i-lucide-clipboard-list",[],{},[702,703],"\u002Fhelp\u002Fclients\u002Fadd-and-find-clients","\u002Fhelp\u002Fsettings\u002Fservices-and-pricing",{"title":429,"description":697},"help\u002Fclients\u002Fsend-forms-and-consents","2026-07-26","kCCJiIwJL-96ku8HcLpziqgSEyQj2_pub0mDXJiA1f4",{"id":709,"title":710,"audience":6,"body":711,"category":281,"description":1137,"draft":283,"extension":284,"icon":1138,"keywords":1139,"meta":1140,"navigation":294,"order":1141,"path":299,"related":1142,"seo":1143,"stem":1144,"updatedAt":706,"__hash__":1145},"help\u002Fhelp\u002Fclients\u002Fbuild-a-form.md","Build a form template",{"type":8,"value":712,"toc":1119},[713,717,723,727,734,737,741,745,779,783,800,803,807,817,821,884,896,900,962,966,969,978,982,990,1001,1004,1008,1015,1018,1042,1049,1055,1058,1062,1079,1083,1086,1090,1096,1105,1109,1112,1116],[11,714,715],{},[15,716,443],{},[11,718,719,720,722],{},"A form template is built once and sent as many times as you need. This page covers authoring; ",[668,721,429],{"href":298}," covers sending and tracking.",[20,724,726],{"id":725},"simple-mode-and-the-full-palette","Simple mode and the full palette",[11,728,729,730,733],{},"The builder starts in ",[15,731,732],{},"simple mode",", showing only the everyday field types. Most intake forms never need more than that.",[11,735,736],{},"Switch out of simple mode when you want the advanced types — date-and-time, rating, address, file upload, and calculated fields.",[20,738,740],{"id":739},"the-field-palette","The field palette",[228,742,744],{"id":743},"layout","Layout",[28,746,747,757],{},[31,748,749],{},[34,750,751,754],{},[37,752,753],{},"Field",[37,755,756],{},"Use it for",[44,758,759,769],{},[34,760,761,766],{},[49,762,763],{},[15,764,765],{},"Section",[49,767,768],{},"A heading that breaks a long form into readable chunks",[34,770,771,776],{},[49,772,773],{},[15,774,775],{},"Paragraph",[49,777,778],{},"Explanatory text with no input — instructions, a disclaimer",[228,780,782],{"id":781},"text-inputs","Text inputs",[11,784,785,160,788,160,791,160,794,160,797,119],{},[15,786,787],{},"Text",[15,789,790],{},"Long text",[15,792,793],{},"Email",[15,795,796],{},"Phone",[15,798,799],{},"Number",[11,801,802],{},"Email and phone validate what's typed, so you get a usable address rather than a typo.",[228,804,806],{"id":805},"date-and-time","Date and time",[11,808,809,160,812,160,815,119],{},[15,810,811],{},"Date",[15,813,814],{},"Time",[15,816,806],{},[228,818,820],{"id":819},"selection","Selection",[28,822,823,832],{},[31,824,825],{},[34,826,827,829],{},[37,828,753],{},[37,830,831],{},"Behaviour",[44,833,834,844,854,864,874],{},[34,835,836,841],{},[49,837,838],{},[15,839,840],{},"Checkbox",[49,842,843],{},"A single yes\u002Fno tick",[34,845,846,851],{},[49,847,848],{},[15,849,850],{},"Checkbox group",[49,852,853],{},"Pick any number from a list",[34,855,856,861],{},[49,857,858],{},[15,859,860],{},"Radio buttons",[49,862,863],{},"Pick exactly one, all options visible",[34,865,866,871],{},[49,867,868],{},[15,869,870],{},"Dropdown",[49,872,873],{},"Pick exactly one from a longer list",[34,875,876,881],{},[49,877,878],{},[15,879,880],{},"Rating",[49,882,883],{},"A star rating",[145,885,886],{},[11,887,134,888,891,892,895],{},[15,889,890],{},"radio buttons"," when there are five or fewer options and you want the client to see them all — a medical yes\u002Fno\u002Funsure. Use a ",[15,893,894],{},"dropdown"," when the list is long enough that showing it all would bury the rest of the form.",[228,897,899],{"id":898},"advanced","Advanced",[28,901,902,911],{},[31,903,904],{},[34,905,906,908],{},[37,907,753],{},[37,909,910],{},"What it does",[44,912,913,923,932,942,952],{},[34,914,915,920],{},[49,916,917],{},[15,918,919],{},"Address",[49,921,922],{},"A structured address, not a free-text box",[34,924,925,929],{},[49,926,927],{},[15,928,462],{},[49,930,931],{},"Drawn on screen. This is what makes a consent a consent.",[34,933,934,939],{},[49,935,936],{},[15,937,938],{},"Initials",[49,940,941],{},"A lighter-weight acknowledgment, for initialling individual clauses",[34,943,944,949],{},[49,945,946],{},[15,947,948],{},"File upload",[49,950,951],{},"The client attaches a document or photo",[34,953,954,959],{},[49,955,956],{},[15,957,958],{},"Calculated",[49,960,961],{},"A score derived from other answers — see below",[20,963,965],{"id":964},"required-fields","Required fields",[11,967,968],{},"Mark any field as required and the form can't be submitted without it.",[197,970,971],{},[11,972,973,974,977],{},"A required field inside a section that's hidden by conditional logic is ",[15,975,976],{},"not"," enforced while it's hidden. That's correct behaviour — you can't require an answer to a question the client was never shown — but it means \"required\" alone doesn't guarantee you'll get an answer. Check your conditions.",[20,979,981],{"id":980},"conditional-logic","Conditional logic",[11,983,984,985,989],{},"Any field can be shown only when other answers meet a condition — \"if the client ticked ",[986,987,988],"em",{},"pregnant",", show these three questions\".",[11,991,992,993,996,997,1000],{},"You can combine several conditions and choose whether ",[15,994,995],{},"all"," of them must match or ",[15,998,999],{},"any"," of them.",[11,1002,1003],{},"The same rules are evaluated on the server when the form is submitted, so a client can't bypass a condition by fiddling with the page.",[20,1005,1007],{"id":1006},"calculated-fields","Calculated fields",[11,1009,1010,1011,1014],{},"A ",[15,1012,1013],{},"calculated"," field produces a score from other answers. It's how you turn a questionnaire into a triage signal.",[11,1016,1017],{},"How the total is built:",[101,1019,1020,1029,1034],{},[104,1021,1022,1025,1026,1028],{},[15,1023,1024],{},"Radio"," and ",[15,1027,894],{}," — the selected option's score",[104,1030,1031,1033],{},[15,1032,850],{}," — the sum of every selected option's score",[104,1035,1036,1025,1038,1041],{},[15,1037,880],{},[15,1039,1040],{},"number"," — the value itself",[11,1043,1044,1045,1048],{},"You then map the total onto ",[15,1046,1047],{},"bands"," — a label for each range, with the total falling into the lowest band whose maximum it fits under. A total above every band lands in the highest one.",[1050,1051,1052],"note",{},[11,1053,1054],{},"Scoring is deliberately bounded to summing option scores and mapping to bands. There is no general formula engine — that's a safety decision, not an omission. If you need something more elaborate, calculate it outside the form.",[11,1056,1057],{},"The live preview computes the score exactly the way the server does, so what you see while authoring is what the client's submission will record.",[20,1059,1061],{"id":1060},"form-settings","Form settings",[101,1063,1064,1069,1074],{},[104,1065,1066,1068],{},[15,1067,456],{}," — how the form is grouped in lists and in a client's documents",[104,1070,1071,1073],{},[15,1072,462],{}," — whether a signature is captured",[104,1075,1076,1078],{},[15,1077,468],{}," — the default number of days a sent link stays live",[20,1080,1082],{"id":1081},"versions","Versions",[11,1084,1085],{},"Every form has version history. A form already sent keeps the version the client was sent — editing a template never rewrites a submission somebody has already completed.",[20,1087,1089],{"id":1088},"attaching-a-form-to-a-service","Attaching a form to a service",[11,1091,1092,1093,1095],{},"A service can require a form, set on the service's ",[15,1094,630],{}," tab.",[197,1097,1098],{},[11,1099,1100,1101,1104],{},"A service that requires a signed clinical form will ",[15,1102,1103],{},"block checkout"," until the form is signed. Test the whole path — send, complete, sign, check out — before you put a required form on a service you sell every day.",[20,1106,1108],{"id":1107},"starter-templates","Starter templates",[11,1110,1111],{},"The builder ships with starter templates. Starting from one and cutting what you don't need is usually faster than starting from an empty form, and you're less likely to forget a standard question.",[20,1113,1115],{"id":1114},"archiving","Archiving",[11,1117,1118],{},"Archive a form you no longer send rather than deleting it. Deleting orphans the submissions that reference it.",{"title":266,"searchDepth":267,"depth":267,"links":1120},[1121,1122,1129,1130,1131,1132,1133,1134,1135,1136],{"id":725,"depth":267,"text":726},{"id":739,"depth":267,"text":740,"children":1123},[1124,1125,1126,1127,1128],{"id":743,"depth":277,"text":744},{"id":781,"depth":277,"text":782},{"id":805,"depth":277,"text":806},{"id":819,"depth":277,"text":820},{"id":898,"depth":277,"text":899},{"id":964,"depth":267,"text":965},{"id":980,"depth":267,"text":981},{"id":1006,"depth":267,"text":1007},{"id":1060,"depth":267,"text":1061},{"id":1081,"depth":267,"text":1082},{"id":1088,"depth":267,"text":1089},{"id":1107,"depth":267,"text":1108},{"id":1114,"depth":267,"text":1115},"The field palette, sections, conditional logic, scored questions, and signatures — everything the form builder can do.","i-lucide-file-text",[],{},25,[298,703],{"title":710,"description":1137},"help\u002Fclients\u002Fbuild-a-form","WMoP9GihXdPlY9PaXndVnFL0KQXbEhIjVcZcwApPie0",{"id":1147,"title":1148,"audience":6,"body":1149,"category":281,"description":1326,"draft":283,"extension":284,"icon":1327,"keywords":1328,"meta":1335,"navigation":294,"order":1336,"path":300,"related":1337,"seo":1338,"stem":1339,"updatedAt":303,"__hash__":1340},"help\u002Fhelp\u002Fclients\u002Fwhy-is-a-field-hidden.md","Why is a field hidden from me?",{"type":8,"value":1150,"toc":1315},[1151,1154,1158,1161,1225,1228,1232,1238,1241,1246,1250,1279,1283,1292,1294,1298,1301,1305,1308,1312],[11,1152,1153],{},"A dashed box with a lock icon in place of a field means your role doesn't include permission to see that data. The information may well exist — Owneli shows you a lock precisely so you can't mistake \"hidden from you\" for \"nothing recorded\".",[20,1155,1157],{"id":1156},"what-does-the-locked-placeholder-mean","What does the locked placeholder mean?",[11,1159,1160],{},"Client data is split into separately-permissioned slices. A role can see the client list without any of these:",[28,1162,1163,1173],{},[31,1164,1165],{},[34,1166,1167,1170],{},[37,1168,1169],{},"Slice",[37,1171,1172],{},"Examples",[44,1174,1175,1185,1195,1205,1215],{},[34,1176,1177,1182],{},[49,1178,1179],{},[15,1180,1181],{},"Contact details",[49,1183,1184],{},"Email, phone, date of birth, address",[34,1186,1187,1192],{},[49,1188,1189],{},[15,1190,1191],{},"Clinical fields",[49,1193,1194],{},"Allergies, internal clinical notes",[34,1196,1197,1202],{},[49,1198,1199],{},[15,1200,1201],{},"Financials",[49,1203,1204],{},"Lifetime spend, sale amounts",[34,1206,1207,1212],{},[49,1208,1209],{},[15,1210,1211],{},"Photos",[49,1213,1214],{},"The before\u002Fafter gallery",[34,1216,1217,1222],{},[49,1218,1219],{},[15,1220,1221],{},"PHI form answers",[49,1223,1224],{},"Submissions marked as containing health information",[11,1226,1227],{},"Whichever slices your role lacks render as the locked placeholder wherever they'd appear — the profile, search results, lists.",[20,1229,1231],{"id":1230},"hidden-is-never-none","Hidden is never \"none\"",[11,1233,1234,1235],{},"This is the rule that matters clinically: ",[15,1236,1237],{},"a masked field must never be read as empty.",[11,1239,1240],{},"\"No allergies recorded\" is a clinical assertion — someone checked and found none. A lock is a different statement: the record may hold allergies you are not permitted to see. Owneli will never show you \"none recorded\" for a field it is hiding from you.",[197,1242,1243],{},[11,1244,1245],{},"Before treating, if the allergy or clinical-notes field is locked for you, ask a colleague with clinical access to check it. Never infer safety from a field you can't see.",[20,1247,1249],{"id":1248},"knock-on-effects-youll-notice","Knock-on effects you'll notice",[101,1251,1252,1262,1268],{},[104,1253,1254,1257,1258,119],{},[15,1255,1256],{},"Search:"," without contact-details access, searching clients by email or phone finds nothing — search by name instead. See ",[668,1259,1261],{"href":1260},"\u002Fhelp\u002Fgetting-started\u002Fsearch-everything","Search everything",[104,1263,1264,1267],{},[15,1265,1266],{},"Directory columns:"," the lifetime-spend column disappears without financial access.",[104,1269,1270,1273,1274,1276,1277,119],{},[15,1271,1272],{},"Submissions:"," PHI answers appear masked, with an audited ",[15,1275,256],{}," if your role can open submissions. See ",[668,1278,5],{"href":296},[20,1280,1282],{"id":1281},"getting-access","Getting access",[11,1284,1285,1286,1289,1290,119],{},"Permissions are capabilities attached to roles, not fixed job titles — an admin can grant exactly the slice your work needs in ",[15,1287,1288],{},"Settings",", without making you an admin. See ",[668,1291,671],{"href":670},[20,1293,226],{"id":225},[228,1295,1297],{"id":1296},"is-the-field-hidden-or-just-empty","Is the field hidden or just empty?",[11,1299,1300],{},"If you can see the field's normal empty state (\"Add allergies…\"), it's empty. If you see the dashed lock placeholder, it's hidden — and its real contents are unknown to you.",[228,1302,1304],{"id":1303},"who-decides-what-i-can-see","Who decides what I can see?",[11,1306,1307],{},"Your role's capability grants, set by an admin or the owner. The same role applies everywhere in the app, so a field hidden on the profile is also hidden in search and lists.",[228,1309,1311],{"id":1310},"does-revealing-masked-form-answers-get-reported","Does revealing masked form answers get reported?",[11,1313,1314],{},"Yes — each reveal writes an audit-trail entry with your name, the model being accountability rather than a hard block.",{"title":266,"searchDepth":267,"depth":267,"links":1316},[1317,1318,1319,1320,1321],{"id":1156,"depth":267,"text":1157},{"id":1230,"depth":267,"text":1231},{"id":1248,"depth":267,"text":1249},{"id":1281,"depth":267,"text":1282},{"id":225,"depth":267,"text":226,"children":1322},[1323,1324,1325],{"id":1296,"depth":277,"text":1297},{"id":1303,"depth":277,"text":1304},{"id":1310,"depth":277,"text":1311},"What the locked \"hidden by your permissions\" placeholder means on a client record, and why hidden is never the same as empty.","i-lucide-lock",[1329,1330,1331,1332,1333,1334],"hidden by your permissions","can't see client email","allergies hidden","masked field","permission to view client details","locked field on client profile",{},55,null,{"title":1148,"description":1326},"help\u002Fclients\u002Fwhy-is-a-field-hidden","YndrvRH8uAB3OlQqeB3hXDi9ZQkY2UsnlPcmo5KEJlw",1790210902831]