Automatically email new clients an intake form? – choose if you would like us to automatically email new clients an intake form (which is recommended). When a new client books, we’ll detect that they need to complete an intake form and when they receive their confirmation and reminder emails, they will be asked to complete their intake form.
The intake form submission is done online and is uploaded to their client file for you to view as soon as they hit the Submit button.
Ask clients to update intake form every - You can indicate how often an existing client should update their intake form. In many states and provinces a client is required to update their intake form every 12 months. If an existing client books an appointment, and they are due to update their intake form, we’ll ask them to do so when we send confirmation and reminder emails. (This means you no longer have to keep track of which clients need to update their intake form).
Ask client their reason for visit? - 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!