Paperless Intakes enable you to send clients different consent forms and intake documents to be completed electronically and returned to you before their appointment.
In this guide, we’ll cover:
Send intake documents for the first time
Once you have created a client, you can send them an intake. When sending an intake form, ensure they are fillable so your client can fill out the form. You can create a fillable form by adding in fillable fields. Learn more about fillable fields here.To do this:
Navigate to the Client page
Go into the Client Record
Select the more action button on the upper right corner
Select sent intake
Select a template in your intake library or choose from the template library
Adjust any titles and text for the email being sent
Click send
Or you can also send from within the client list by selecting the intake icon on the toolbar.
Create customizable/ fillable templates and forms
Navigate to the templates page
Choose which collection you would like the template to be saved under
Give the template a title
Click on the '+' icon in the toolbar
Choose the field types you would like to include in your template. These fields create a fillable form. For a master guide on the field types click here
Click save template in the bottom right corner
Client process when they receive the document
Once you send the intake form, your client will receive the fillable form in their email. Here are the steps they will go through.
Click on the link provided in the email. This will take your patient to an invite page on Carepatron
Fill out each step which includes your details, health details, forms and agreements, payment method and password.
At forms and agreements, your client can fill out the intake forms you have sent to them. You can also send viewable documents that do not require to be sent out e.g. terms and conditions, compliance etc.
If you want your clients to respond to the form, make sure it's fillable by adding fillable fields.
Once your client has finished these steps they will now be signed up to your platform and will have submitted the intake forms.
Our team will be available to answer any further questions you may have. Just reply via messenger or reach out on team@carepatron.com.