Consultations

Configure PAR-Q, manage consultations, and use AI recommendations

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Configuring PAR-Q Questions

Set up health screening questions

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Use different question formats

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Question Ordering

Arrange questions in order

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Required vs Optional Questions

Set question requirements

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Profile Field Mapping

Map responses to profile fields

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Assigning Consultations to Clients

Send consultation requests

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Completing Your Consultation

How to fill out your consultation form

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Signature Capture (Drawing)

Sign with your finger or stylus

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Signature Capture (Typing)

Sign by typing your name

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Document Signatures

Sign required documents

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Tracking Consultation Status

Monitor consultation completion

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Creating Custom Cards

Build custom consultation cards

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Custom Card Field Types

Use different field types in cards

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Arrange cards in sequence

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Field Sync to Profile

Sync card responses to profiles

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AI Training Package Recommendations

Get AI package suggestions

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AI Training Focus Recommendations

Get AI focus area suggestions

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Understanding AI Reasoning

See why AI made recommendations

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Draft Mode Review

Review recommendations before applying

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Enable/Disable Consultations

Turn consultations on or off

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Signature Requirements

Configure signature settings

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Preview/Demo with Passcode

Preview consultations before sending

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