Also populates in the list of Referring Providers within your account settings.Populates in the Client Profile (Actions > Client Info > Referring Physician).Referring Provider used to capture the physician or healthcare provider who referred the client for your services.Here are the most popularly used fields that will auto-populate information into other areas of Healthie (ie. Not all fields in Healthie's Form Builder are Smart Fields. This article has additional information on how to use copied fields. This means the information being copied over will change as new chart notes, intake forms, or programs are completed. However, Copied Fields, located under the "Copied" drop down section available when building an intake form, will pull from the most recently filled out form (Intake Form, Charting Note, Program Form) having that same field. These fields, once filled out by a client in their intake flow, populate directly into a client's profile, as well as any chart notes with the same fields. Smart Fields, as mentioned above, are located within the "Client Info" drop down section available when building an intake form. If you change the category from Default to Client Info, you will notice all the box options will change. On the left-hand side, you will Question Banks Default. To locate the smart fields, navigate to Forms > Select Form ![]() Smart fields is distinct from Charting Pre-fill, in which chart templates pre-fill from the previous chart notes you have created on a single client. This is inherently determined by the question overlap between your Intake Form and Charting Template. ![]() You can have smart fields extend to some or all of the questions in your Charting Template. ![]() If you have the same questions in your intake form as in your charting template, these fields will automatically pull from a client's completed intake form into your charting note on a client. Use Smart Fields with Forms & Charting Notes Use Smart Fields with Forms & Charting Notes.This saves providers and clients time collecting client information, and Smart Fields span client information, financial data, insurance information, and health fields. Healthie's intake form and charting template tools contain Smart Fields, which are auto-fill features that connect the intake form responses with Client Profile and Charting Template fields, to prevent providers from having to input the same piece of information more than once, into the portal. Smart Fields to Connect Intake Forms & Charting Templates
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