Hide Family Member Intake Form

At MyTime, you can manage the visibility of family member intake form(s) in the "Select an Intake Form" dropdown menu when generating an intake form from the family member profile. In this article, we will provide you with step-by-step instructions on how to do this.

Things to know:

• You can configure your account to restrict staff access to intake forms using the following settings.
• Configuration Options
• Hide Generate Intake Forms
• Removes the "Generate Intake Form" button entirely. This prevents staff from manually sending forms from client profiles, pet/family member profiles, or appointment modals.
• Hide Mandatory Intake Forms
• The "Generate Intake Form" button remains visible, but system-generated forms (such as "Mandatory Fields" and "My Account") are filtered out and hidden from the dropdown menu.
• Enable Hide Mandatory Forms for Child
• Applies specifically to pet or family member profiles. This hides any form where the "Show in Generate Intake Form" option has been unchecked.
• To enable these features for your account, please contact the MyTime Support team at support@mytime.com.
  
• To learn how to generate a family member intake form, please click here.
• Hiding family member intake forms helps prevent staff members from sending incorrect intake forms and protects sensitive notes or data about family members from being exposed.

Hide Family Member Intake Form

Once the hidden setting is enabled:

1. Navigate to the Clients Tab
2. Click on the Intake Form hyperlink
   
3. Scroll to the Family Member Intake Forms section.
4. Locate the intake form you want to hide from the family member profile when generating an intake form, and click "Edit."
   
   
5. Uncheck the box beside "Show in Generate Intake Form"
6. Click "Save"

Once these steps are completed, the intake form will no longer appear in the drop-down menu of the "Generate Intake Form" modal on the family member profile.                                                                                                                                                                                      

For more information contact us at support@mytime.com.