Client intake and forms
See how a clinic can track required intake, let a client complete a form without signing in, and review the finished answers from the booking.
The client profile shows the intake requirement and its current status.
The client opens the secure link and fills the form in a browser.
The client receives an immediate submission confirmation.
Staff see the completed assessment on the booking and open its answers.
This guide begins after the client exists. Email, phone, SMS, and online-booking intake can create the original inquiry or client. This workflow covers the structured forms and checklist that follow.
Grace is a Private Pay client, so her profile includes the Patient Intake step. The checklist shows it as Waiting and includes the due date. Depending on progress, checklist items can appear as Pending, Waiting, Done, or Failed.
The secure form link opens directly in the clinic’s branded client experience. The progress indicator shows each section, while required fields are clearly marked before the client continues.
The client enters the information the clinic needs before the visit. The form can include identity details, health history, symptoms, and other assessment questions configured by the clinic.
Before the final submission, the client can review what they entered and return to any section to make a correction.
After submission, the client sees a clear success message. No staff login or separate portal navigation is required to complete this intake form.
The same booking now shows Patient Intake under Assessment Results with a Complete status. Staff can open the response without searching through a separate inbox or matching it manually.
The completed result keeps the client, practitioner, completion status, and submitted answers together. Staff can review the form before or during the appointment.
Returning to the client profile shows Patient Intake as Done. The checklist gives the team one place to confirm that required intake has moved from waiting to completed.
Complete client intake workflow
Requirements follow the client.
Client-type intake rules can surface the right checklist for the team.
Clients can complete forms without an account login.
The secure link opens the clinic-branded form directly.
Bookings hold the completed result.
Staff see the assessment in the context of the visit and open the answers in one click.
Status updates are visible.
The client profile moves from Waiting to Done when the linked intake is submitted.
Bring client intake, assessments, booking context, charting, communications, and billing together in one platform.
This workflow complements—rather than replaces—the email, phone, SMS, and online-booking intake paths used to create the original inquiry.
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