Intake forms

The intake link

Every booking gets a private, one-use link to the current intake form. The client opens it, answers the questions and selects Send my intake form. The form can be sent once; the link then shows when it was received.

The answers appear in the client's file under Intake forms, for their practitioner and the owner. Reception sees only that the form was received. Each set of answers keeps the exact version of the form it answered.

The questions

The first version, New client intake, asks:

• What brings you in? (required)
• How long has this been going on, and has it happened before?
• Medical conditions, injuries or surgeries we should know about
• Current medications
• Emergency contact name and phone (required)
• A consent to assessment and treatment (required)

Publish a new version

On Intake form (owner only):

1. Under Prepare a new version, edit the Form title and the Questions. Each question has an id (lowercase), a label, a type and required (true or false). The types are short, long, yes (a checkbox) and date.
2. Select Prepare draft. Nothing changes for clients yet.
3. Under Prepared versions, check the draft and select Publish as the new version.

New bookings get the new version. Published versions never change, and earlier versions stay listed with their dates.

[{"id":"reason","label":"What brings you in?","type":"long","required":true},{"id":"insurance","label":"Insurance plan and member ID","type":"short","required":false}]