What are intake forms?
Intake forms serve the purpose of gathering the patient's information that is important and necessary for you to begin treating them. These intake forms can be specific to your practice or generally used by more than one type of practitioner.
You should ideally send these forms at the beginning of your relationship with the client, preferably as soon as they decide to book an appointment with you; however, Carepatron allows you to send these forms at any point in your relationship's timeline.
Learn more about creating intake forms by clicking here.
Sending intake for the first time
Once you have created a client, you can send them an intake. When sending an intake form, ensure it is fillable so your client can complete the form. You can create a fillable form by adding 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 in the upper right corner.
Select send intake.
Select a template in your intake library.
Click send.
You can also send them from within the client list by selecting the Intake icon on the toolbar, which appears at the far right when hovering over a client's profile.
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 invitation page on Carepatron.
They need to complete the steps to fill out the form.
For 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 be signed up to your platform and will have submitted the intake forms.
Important reminder:
Intake forms are valid for 30 days from the date they’re sent. If the link expires, you'll need to issue a new one for your client.
Client portal invitations don’t have an expiration limit, allowing clients to access them at any time.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.