Automations
Live

Conditional Logic for Forms

Automatically shows or hides form questions based on how a client answered an earlier question. Build branching intake forms that adapt in real time, so clients only see questions relevant to them. Ideal for screening forms where follow-up questions depend on an initial response.

Built by Core Engineering

The problem it solves

Static intake forms force every client through the same questions regardless of their answers, creating unnecessary friction and cluttering charting with irrelevant responses. Without branching logic, providers either overload forms with every possible follow-up or manually filter answers after the fact.

What's included

  • Show/hide question rules tied to a prior answer
  • Rating-scale conditions (e.g., "Is Less Than," "Is Greater Than")
  • Text-match and blank-answer conditions
  • Support across Intake Forms, Charting Templates, and Program Forms
  • Visual condition builder within the form editor

How it works

Trigger

Answer given

Logic

Answer matches condition

Action

Show/hide question

Conditional logic automatically shows or hides questions on a form based on a client's previous answers, enabling branched intake and screening flows instead of static, one-size-fits-all forms. It's built for any provider using Healthie's Form Builder to create intake forms, charting templates, or program forms. Setup happens directly in the form editor, where a provider selects a triggering question and defines the answer condition (e.g., a rating below a threshold) that determines whether a downstream question appears.

Building on Healthie?

Talk to our team about API access, white-label, and enterprise architecture — or dive into the docs.