How can you add a new field to an intake form in Phreesia?

• A. Publish to the template
• B. Save field locally
• C. Export the field
• D. Delete the field

Answer: (A)

Publishing to the template is how you add a new field to an intake form. In Phreesia, changes to a field are made within the form’s template, and publishing pushes those updates into the live template that patients see during intake. Saving locally only stores the field on your device and doesn’t update the live form. Exporting the field creates a data artifact but won’t modify the active form. Deleting removes the field entirely. So publishing to the template makes the new field part of the actual intake form used in patient encounters, ensuring it collects the new data. If needed, refresh or synchronize the form to see the change take effect.