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What is online intake?

With online intake software, firms can tailor their intake forms any way they like. They can choose the questions, use multiple choice options or allow for free-form responses, and seamlessly integrate the client input with existing practice management software.

What type of information is listed on a patient intake form?

Patient intake is the method by which healthcare practices collect patient information, including demographic, medical, and social data; insurance and payment details; and consent forms that are essential to the onboarding process.

What should be included in a client intake form?

What to include on your client intake form Include a welcome message. Asking for contact information is essential. Ask your client about their company background. What do they need from you and what services do they require? Ask them to fill in a checklist as they complete your intake form.

What is a digital intake form?

Digital patient intake refers to the process of collecting relevant information from both new and returning patients before their appointment. This includes capturing demographics, clinical data, insurance details, payments, consent forms, and even clinical screeners assessments.

What is included in the client intake process?

This is your chance to ask your clients questions and smoothly transition them into your business. Your client intake process should include everything you will do once you begin communicating with that person. This includes email, phone calls, and in-person meetings.

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