You can preview and request an update to your digital Intake forms at any time right from your Zocdoc account.
Preview your forms
You can preview the fields your patients will be asked to complete so you can get a better picture of their experience, and you can confirm that everything looks good.
Click the provider name in the top right corner of your Zocdoc account then open Settings and select the Intake tab. From there, select the form you'd like to view on the left hand side, then click Preview form. From there, you'll be able to preview what patients will see when they are sent your form.
Make edits to your forms
You can submit a request to Zocdoc to change your form fields, and our team will update your forms in 1-3 business days. Click on the form you'd like to make edits to on the left. Then, click Request updates.
From there, you can make any of your fields required for patients to fill out and request other modifications (i.e. changing a field name) by writing in additional comments in the text field. Once you've made all of the changes you want, select Submit.
After you submit, your form update request will be marked as "Updates pending." The status will change to "Updates complete" when your requests have been applied. If our team has additional questions or cannot make the requested changes, you will receive an email with next steps.
Delete your form
If you need to delete your form, simply click the 3 dots next to the form.