Orthodontic Consultation Form — shared by the community
Yusuf E. shared this 12-question build with 2 conditional rules already wired up. Test it below, then take a copy.
A ready-to-use healthcare & clinical form for small teams who need a reliable intake process: 12 questions, 1 page, 2 conditional rules.
- Shared by
- Yusuf E. · Recruitment partner
- Questions
- 12
- Replies
- 9
- Copies taken
- 358
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Live preview and test console
This is the real form. Answer it to test the 2 conditional rules — nothing is sent or stored.
2 questions are hidden by conditional logic right now — change an answer above to reveal them.
Works for you? Take Yusuf E.'s copy into your own workspace — questions, rules and settings included.
Who this template is for
Orthodontic Consultation Form is built for small teams who need a reliable intake process who need to collect the same complete information from everyone.
- Small teams who need a reliable intake process working in healthcare & clinical.
- Teams who need to collect the same complete information from everyone without writing code or paying for a custom build.
- Anyone replacing chasing missing details over email with one structured record per enquiry.
- Respondents are the people you send it to — the form asks them 12 questions across 1 screen.
- Mobile-heavy audiences, thanks to the one-question-per-screen card layout.
Why this form is useful
It removes the cost of chasing missing details over email and turns each submission into a record your team can act on immediately.
- 9 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It collects a verified email address so replies and confirmations land.
- It captures a phone number for urgent follow-up.
- It pins the request to a specific date.
- It allows multiple selections without free text.
- Conditional logic hides 2 questions until they are relevant — shorter forms convert better than long ones.
- Every response is stored, searchable and exportable, so nothing depends on one person's inbox.
How to use this template
From copy to live form is a few minutes of work, and every step is reversible.
- 1Press “Use this template” — a fresh copy of Orthodontic Consultation Form lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
- 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
- 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.
Logic and conditions blueprint
Exactly how this form behaves as it is answered — 2 conditional rules ship with it.
- Features advanced show logic: if “Have you had orthodontic treatment before?” is Yes, the form dynamically exposes “What treatment, and when?”. Otherwise that question never appears.
- Features advanced show logic: if “Do you have any jaw pain or clicking?” is Yes, the form dynamically exposes “Describe the jaw symptoms”. Otherwise that question never appears.
- All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.
What this form asks
Consultation request
- Patient full namerequired
- Date of birthrequired
- Phone numberrequired
- Email addressrequired
- Referring dentist, if any
- Main concernrequired
- What prompted this consultation?required
- Have you had orthodontic treatment before?required
- What treatment, and when?
- Do you have any jaw pain or clicking?required
- Describe the jaw symptoms
- Availabilityrequired
Conditional logic in this build
- When “Have you had orthodontic treatment before?” is Yes, show “What treatment, and when?”.
- When “Do you have any jaw pain or clicking?” is Yes, show “Describe the jaw symptoms”.
Questions about this shared form
Does this book Invisalign or braces specifically?
No. It books the first consultation where the actual options are discussed; the form deliberately does not ask the patient to choose a treatment type in advance.
Is X-ray or record information needed here?
No. Records are normally taken at the consultation itself; this form only covers what is needed to schedule that visit.
Can adults use this form too?
Yes. Nothing on it assumes a child patient, though a parent or guardian should complete it for a minor.
What if jaw pain sounds urgent?
This form is not a same-day route. Say clearly in your intro what to do if someone needs to be seen sooner than a booked consultation.
Is the Orthodontic Consultation Form template free to use?
Yes. You can preview and test Orthodontic Consultation Form on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
What does the Orthodontic Consultation Form template ask for?
It asks 12 questions across 1 page, 9 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Can I edit the Orthodontic Consultation Form form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, restyle it to match your brand, and set who gets notified on each submission.
How does the conditional logic in this healthcare & clinical form work?
2 conditional rules ship with the template: Features advanced show logic: if “Have you had orthodontic treatment before?” is Yes, the form dynamically exposes “What treatment, and when?”. Otherwise that question never appears. Features advanced show logic: if “Do you have any jaw pain or clicking?” is Yes, the form dynamically exposes “Describe the jaw symptoms”. Otherwise that question never appears. All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other. All rules are editable in the Logic tab.
Where do responses to the Orthodontic Consultation Form form go?
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Can I embed the Orthodontic Consultation Form form on my own website?
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
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