Initial intake form customization

You can control several areas of the initial intake form.  To manage what appears on your initial intake form, follow these steps.

  1. Login to the desktop site as Admin.
  2. Click Settings.
  3. Click Intake Form.
  4. On this page you have several sections which you can control whether or not they are displayed when you add a patient, or when the patient completes their intake form themselves.
  5. You can customize which specific conditions appear on your initial intake form.
  6. Click Save.

Don't see a condition you would like on your intake form? No problem, just let us know.

Have more questions? Submit a request


  • 0
    Aldo Salmini

    Great updates. Question. Why when you are setting up a new patient and you request the print intake form, does the intake form include information that is different from what you have customized. Specifically, we do not ask for Insurance Information, but the printed form still has the insurance information section. Maureen.

  • 0

    Thanks Maureen, we'll get that fixed up.

  • 0
    Alison Gigliotti, Regular Practice

    Is it possible to have two intake forms?  I currently have an adult and a paediatric form and would like this option with my online forms.

  • 0
    Whitney Bysterveldt

    When a new client books in will an intake form be automatically emailed to them?

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