As long as your settings indicate that you would like us to email the intake form to the client, we do this for you automatically - so you don't have to do anything to send the form.
You can control whether we send the client the intake form to complete online under Setup > Intake Settings.
New clients
We automatically detect when an appointment is scheduled for a new client - and we know that new clients need to complete an intake form.
Returning clients
We automatically detect if a returning client needs to update their intake form based on your settings. You can require that a client update their intake form every 6, 12, or 24 months.
How does it work?
When a new appointment is scheduled, the client receives a confirmation email. If we detect that the client needs to complete an intake form, their confirmation email will also prompt them to complete their intake form.
The client simply clicks a button that says Complete Intake Form, and the form will open up in their web browser to complete and submit. The completed intake form is automatically uploaded to their client file within ClinicSense.
If the client does not complete the intake form, they will be asked again when they are sent their reminder email - this means that a client can be asked up to 3 times to complete the form (confirmation, reminder 1, and reminder 2).