Learn how to use Smart Blocks in the Konfidens form builder to collect client details once and have them automatically saved to the client's profile — no manual copy-pasting required.

❗ Smart Blocks are available inside any form you build with the Forms add-on. If you don't see the Forms module, ask a practice admin to enable it under Clinic functionality first.

While editing a form, look for the Smart Blocks category alongside your regular input blocks. Unlike standard text or multiple-choice fields, Smart Blocks are specifically designed to write to the client's stored profile data.

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Drag the Personal Details smart block into your form canvas. A dropdown will appear on the right where you can pick exactly which structured client field this block should represent — for example address, next of kin, or work status. You can drag in the same Personal Details block multiple times to collect several different fields on one form.

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Once a Smart Block is in place, you can still tailor how the question reads for the client. Under the Label input, replace the default field name with more natural wording — for example, changing "Work status" to "How is your current employment situation?" You can also add placeholder text, which appears as a light hint inside the input and disappears once the client starts typing, and help text, which displays underneath the input for any secondary context you want to give.

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Once the client fills out the form and submits it, the values they enter through Smart Blocks are written directly into the matching fields on their client profile — there's no manual data entry needed on your end. This is especially useful for pre-session intake, where you'd otherwise have to chase and re-key client details.

💡 If data already exists on the client profile for any given field, the form