If you already have online bookings enabled, you can automatically provide an intake form for patients for any online booking. You can provide the intake form:
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After booking: An intake form button appears in the booking confirmation page, and an intake form link appears in the booking confirmation email.
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During the booking process: The patient is required to fill out and submit an intake form in order to complete their booking. This removes the need to chase up patients to send their information.
Set and forget, and your intake forms will always take care of sending themselves.
Tip
Do you need different patient intake forms depending on the service booked? You can assign different intake form templates to specific fees or appointment types.
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Click Settings > General.
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Under the section Patient Access, next to Patient intake form, click the
pencil icon. (Note: Make sure you are clicking in the Patient Access section - not the Template Settings section.)
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In the pop-up, under Online Booking, configure the following settings:
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Automatic intake forms: Select Enabled.
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Intake form preference: Select when you want to provide the intake form to the patient.
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After booking: When the patient completes their online booking, an intake form button appears in the booking confirmation page. You can also add a link to the intake form in the booking confirmation email.
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During the booking process: The intake form appears after the patient enters their personal details in the online booking process. With this setting, patients are required to complete and submit the intake form to be able to complete their online booking.
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Default patient intake form: Select the default intake form template to send automatically for online bookings. (This applies to all online bookings by default, except for fees and appointment types with their own assigned intake form.) For a complete guide on how to create a patient intake form template, see this article: Set up patient intake forms
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Send form: Select when you want to send this intake form email.
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Individual intake form emails (optional): Select Enabled if you want to send a separate email to the patient specifically for the patient intake form. (If this setting is Disabled, the recipient only receives the intake form link in the booking confirmation page and the booking confirmation email.)
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Communication template: Select the email template to use, which will contain the intake form link. (Note: The template you select must contain the dynamic term [Online Form Link] which displays in the email as the clickable link to the intake form.)
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Click Save.
Whenever a patient makes an online booking, they automatically receive the intake form according to your settings. The link to the form expires after your specified expiry period in the intake form settings.
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