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Sending intake forms and documents to clients
Sending intake forms and documents to clients

How do I send the intakes to my client?

Updated over a week ago


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:

  1. Navigate to the Client page

  2. Go into the Client Record

  3. Select the more action button on the upper right corner

  4. Select sent intake

  5. Select a template in your intake library or choose from the template library

  6. Adjust any titles and text for the email being sent

  7. Click send

  8. Or you can also send from within the client list by selecting the intake icon on the toolbar.


Create customizable/ fillable templates and forms

  1. Navigate to the templates page

  2. Choose which collection you would like the template to be saved under

  3. Give the template a title

  4. Click on the '+' icon in the toolbar

  5. 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

  6. 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.

  1. Click on the link provided in the email. This will take your patient to an invite page on Carepatron

  2. Fill out each step which includes your details, health details, forms and agreements, payment method and password.

  3. 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.

  4. If you want your clients to respond to the form, make sure it's fillable by adding fillable fields.

  5. 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.

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