Enforcing Mandatory Intake Form for New Patients

Ensure that Patients complete their intake forms before they can be accepted into your clinic or allowed to book appointments. This feature is available with a Plus or Max plan.

Making Intake Forms Mandatory

Follow these steps to set up mandatory intake forms for your patients.

1. Log into the Admin.
2. Click on Patient (top left header).
3. On the left sidebar, under Labels, add a Label called 'Intake Form Completed.'
4. Go to Base Setup (Gear icon).
5. Go to Services.
6. Create a service called 'New Patients: Mandatory Intake.'
7. In the Service Description, explain to your potential Patients that this is not an actual booked appointment but time set aside for them to complete their intake form. You can also mention that this is a necessary step to see and book services at your clinic.
8. Set a Duration for the service, such as 15 minutes.
9. Set up Form Automation using your intake form.
10. Click Save Service.
11. Under Services, select a Treatment Service you have previously made.
12. Scroll down to Portal Restriction Labels.
13. Under the field Label Required to View or Book, add the label 'New Patients: Mandatory Intake.'
14. Click Save Service.

After a patient completes the intake form, you can add the 'Intake Form Completed' label to their Patient profile to allow them to see and book your services.

Important Note: You can view and resend outstanding intake forms under Forms and Agreements in your dashboard.