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Prescreener Questions

The prescreener is a short questionnaire that prospective clients answer as part of an appointment request on your public booking page (and, optionally, your website contact form). Their answers arrive with the request, so you accept or decline with context instead of scheduling a consult blind.

It's for people who aren't your clients yet. For clients you've already created, send intake forms instead.

Turn it on​

  1. Go to Settings → Prescreener (under Clients).
  2. Under Add prescreener to, switch on Appointment requests from new clients. Switch on Contact form too if you want the same questions on your website's contact widget.
  3. If you see "No prescreener questions configured," click Load default questions — a starter set covering reason for care, availability, insurance, and preferences.

That's enough to start: the questions now appear as the Screening step of every new-client booking request.

Edit the questions​

Questions are grouped into five categories: Reason for Care, Administrative, Billing & Payment, Client Preferences, and Demographics.

  1. On Settings → Prescreener, find the category and click Add new (or the pencil on an existing question to edit it).
  2. Choose the category and where to show it (Add this question to — booking requests, contact form, or both).
  3. Pick a question type: checkboxes (pick several), radio buttons (pick one), dropdown, short text, long text, or date. For checkbox, radio, and dropdown types, add the options underneath.
  4. Type the question text. Add help text if the question needs a hint.
  5. Tick Make it required if a request shouldn't go through without it.
  6. Click Save.

Remove a question with its trash icon. Changes apply to the next request — nothing already submitted is affected.

Where the answers go​

Each new-client request in your review list shows the prescreener answers on the card. When you Accept the request, the client record is created and the request (answers included) stays linked to it. See Reviewing new client requests.

Troubleshooting & FAQ​

A client called instead of booking online — how do I enter their prescreener answers? You don't; the prescreener only runs on the public booking page. For a phone intake, add the client with the + button and send them the intake packet — the demographics form writes straight to their chart. Anything you learned on the call goes in a quick chart note.

The prescreener isn't showing on my booking page. Two switches: Appointment requests from new clients here, and the practice-wide Accept Requests from New Clients at Settings → Online Booking. Both need to be on.

Can I make it optional? Yes — leave Make it required unticked on every question, or switch the prescreener off entirely; the booking flow simply skips the Screening step.