Ask clients to complete intake form:
- Never - Clients will never be asked to complete an intake form.
- Before first appointment only - Clients will be asked to complete an intake form before their first appointment only.
- Every 6 months, 12 month, 24 month - Clients will be asked to complete an intake form before their first appointment and then every X months (the most common option is every 12 months).
Ask clients to complete reason for visit form:
When a client books online, we ask them their reason for visit. You can choose for us to ask just before their first appointment, or before every appointment.
We recommend asking before every appointment - if they are coming in for the same issue as last time, they won't have to answer any additional questions. But, if they say it's a new issue, we'll ask them additional questions like where is the pain and how bad it is on a scale of 1 to 10.
Having this information ahead of time will better prepare you for the appointment, keep a more detailed treatment history, and if you choose to use the Clinical SOAP note, the client's responses will be used to automatically complete the subjective portion of your treatment note - saving you extra time!
Ask clients to complete COVID-19 Pre-screening:
Your options are to never send the form (so this feature is turned off) or to send it before every appointment.
The form is sent along with the appointment reminder. The client will click the link to open the form in their web browser, and once they submit the form their appointment will be marked with a checkmark (so you can easily see which appointments have been prescreened). Clients will be asked to complete the prescreening form before every appointment.
Customize your forms:
Each of the above 3 forms can be customized by visiting the 3 other tabs on the page:
- Intake Form
- Reason For Visit Form
- COVID-19 Form
For more information on how to customize the forms, visit Customize your intake form.