1. Accessing Forms:
• On the left-hand side, click on the forms icon.
• You’ll see options for:
• Initial Questionnaire: Presented to clients when they first log in before accessing services.
• Check-in Form: Used for weekly, bi-weekly, or monthly client check-ins.
• Daily Habits: Track actionable habits like walking, meditating, or other daily activities.
2. Creating or Editing a Check-In Form:
• Click on Add Check-in Form.
• You can use a pre-set demo form or create a new one.
• Name your form and choose which fields to include or exclude. You have full control over the form structure.
3. Progress Tracking and Wearable Data:
• Progress tracking questions are related to clients’ wearables (Google Health, Apple Health Kit).
• Data from wearables automatically synchronizes with Kahunas and pre-populates the check-in form.
• Clients can review or edit this data if necessary.
4. Adding Additional Questions:
• Add various types of questions, such as:
• Rating scales (e.g., stress levels from 1-10).
• Text answers.
• File uploads (e.g., videos or photos).
• Set conditions for responses (e.g., highlight stress levels above 5 for your attention).
5. Metrics for Graphs:
• Define certain fields as metrics if you want them to appear in graphs (e.g., weight, mood scores).
• Non-metric inputs (e.g., long text answers) cannot be graphed but will be recorded.
6. Preview and Organize:
• Preview the check-in form layout.
• Drag and drop questions to reorder them according to your preferred structure.
7. Save and Publish:
• Once satisfied, click Save and Publish to make the form live.
• Assign it as your default check-in form, or create different forms for various client groups (e.g., advanced clients, general population).
8. Assigning Forms to Clients:
• Set the form to be automatically assigned to all clients or specific groups.
• Create multiple check-in forms tailored to different types of clients.