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A patient intake form is designed to increase the efficiency of your practice and improve the patient experience. First, your forms need to ask for basic information, like their name, date of birth, age, sex, contact information, emergency contact, employer, and insurance information.
Click the Edit icon in the form Preview box to edit. A blue informational box reminds you of valuable information that must be reviewed and edited as needed. Review all of the content of the form and edit to ensure it matches your specific practice needs. Click the Save Changes button.
Questions to include in your new client intake form Your client's name, surname, and contact information (mobile number, email address, home address, website, etc) Information about your client's business and brand (if applicable) Your client's budget (if applicable)
Editing an existing consent document Navigate to Settings > Client Portal > Shared Documents and Files. Click Edit next to the consent document in question.
From a client's Overview page, click + Progress Note beneath an appointment to choose a progress note templates and save it to the client's profile.