Feature #406
openEpic #13: Patient Portal
Feature #17: Complete Health Intake Form
Intelligent Intake Form Logic (Dynamic Intake Enhancements)
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Updated by Abhishek Thakur 2 months 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
- 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.
- 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.
- 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.
Updated by Abhishek Thakur about 2 months ago
- Status changed from New to Ready to QA
- Assignee changed from Vikash Kumar to Deeksha Singh
Updated by Deeksha Singh about 2 months ago
- File clipboard-202602241205-h7cqy.png clipboard-202602241205-h7cqy.png added
- Status changed from Ready to QA to Reopen
- Assignee changed from Deeksha Singh to Abhishek Thakur
While we are editing the intake form the selected Which ONE goal matters most right now? get disappeared.

Updated by Deeksha Singh about 2 months ago
While adding Clinical Deep-Dive Intake in Step 11 under Peptides & Advanced Therapies → Prior Peptide Use, if “No” is selected, the empty space displayed below this field should be removed to avoid unnecessary blank space in the UI.

Updated by Deeksha Singh about 2 months ago
while editing On Clinical Deep-Dive Intake in Step 14
Is there anything else you want your provider to know before your visit?
this ques appears twice.
