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Epic #13: Patient Portal

Feature #17: Complete Health Intake Form

Intelligent Intake Form Logic (Dynamic Intake Enhancements)

Added by Abhishek Thakur 9 days ago. Updated 9 days ago.

Status:
New
Priority:
Normal
Assignee:
Start date:
02/02/2026
Due date:
% Done:

0%

Actions #1

Updated by Abhishek Thakur 9 days ago

  • Assignee set to Vikash Kumar

Description

Enhance the existing Intake Form by transitioning from static fields to dynamic, logic-driven behaviour.
These changes aim to prevent conflicting inputs, improve data quality, and ensure intake responses better support clinical decision-making.

Requirements

  1. Exclusivity Logic

In all “Check all that apply” sections, if the user selects “None of the above”, all other options within the same group must be automatically deselected and disabled from further selection. If “None of the above” is deselected, the remaining options must become selectable again.

  1. Goal Consolidation Logic

Users must be able to select multiple goals during intake, and the existing “up to 3 goals” limitation must be removed. The follow-up question “Which one goal matters most?” must display only the goals selected in the previous step, update automatically when goals are added or removed, and allow selection of only one goal as the most important.

  1. Field Additions (Treatment History)

Under “Treatments and approaches previously applied”, add Cardio Training and Strength Training as selectable options. These fields should behave consistently with existing treatment options.

Acceptance Criteria

  • Conflicting selections are prevented within all applicable checkbox groups.
  • Goal selection supports multiple choices without limitation.
  • The “most important goal” list always reflects the user’s current goal selections.
  • Newly added treatment options are saved, editable, and displayed correctly.
  • All intake logic updates dynamically without requiring a page reload.
Actions

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