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Online Customizable
Intake Forms

Customize your client intake forms to your liking, then our automation will take care of sending them to the right clients at the right time.
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Client paperwork overwhelming? Try our online forms!

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If you’re a veteran health & wellness practitioner, you know what 5+ years of paperwork looks like, how stressful it is to manage, and how you eventually run out of space to store it. To make matters worse, you likely have to keep the paperwork even after you retire to comply with local regulations on client file preservation.

Besides the trouble of storing client files, you have the task of keeping everything organized, so that when a client, an insurance company, or a lawyer requests a document from you it’s accessible and easy to find. Plus, being well organized will make peer reviews a breeze, and you will exude professionalism.
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What makes our forms the best?

It comes down to three things: customization, automation, and organization. That means that you get to design an intake form that’s perfectly suited to your business, we’ll take care of sending them so your clients can complete them online, and then we’ll neatly organize them within each client’s file.

The end result is that you don’t have to worry about the pencil & clipboard situation anymore. You just open up a client file, see which forms have been updated and get a move on with your treatment. If at any time a client hasn’t completed a form, we’ll give you a heads up so they can complete it when they arrive.

Customization

We start you off with several forms, including:
• Contact info
• Health history
• Conditions
• Reason for visit
• Consent
• Sensitive area consent form (in Canada)

From there you can customize those forms by editing, removing, or adding questions. Choose from 15 different question types when customizing your form templates.
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Advanced customization

Our form customization goes beyond customizing intake form fields and templates - you can also:
• Choose if certain questions on your form are required
• Create “office-use only” questions
• Enable display logic. You can think of it as “only show this question if the answer to the previous question is <specify answer>”. For example: only show the question “When was your last massage treatment?” if the answer to “Have you had a massage before?” is “Yes”.

Automations setup

• You may have some forms that are only required for certain services (for example prenatal massage)
• So for each form you create within ClinicSense, you can say which of your services require that form to be completed. This way clients are only getting relevant forms
• You can also indicate how often that form needs to be updated. For example, you may have forms that need to be completed before every appointment, and forms that only need to be updated once a year.
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Automation in action

Save time when you automate your client intake process, here's how it works.

• When a client books an appointment, ClinicSense will first determine which forms need to be completed based on the service that was booked
• If it’s a new client that is booking, ClinicSense will email them the relevant forms for that service
• If it’s an existing client that is booking, ClinicSense will only send them forms if they have never submitted those forms in the past or they are due to update the form

Learn how online intake forms will help you feel more organized

testimonials image by Miche Kars
Miche Pouliot
Overall rating
Showing our five star reviews
5/5
“Our clients find filling out the intake form and online booking very smooth. We get comments on how much our clients like the software regularly.”
Review by Kayla Schofield
Kayla Schofield
Overall rating
Showing our five star reviews
5/5
“ClinicSense has made transitioning on my own very easy. I wouldn't be as organized as I am without this software so I have nothing but good things to say.”
Review by Heather massage therapist
Heather Wiebe
Overall rating
Showing our five star reviews
5/5
“ClinicSense has met all of my expectations and more. With a customer service that is both professional and personable, ClinicSense is a joy to work with and a great compliment to my business.”
miche pouliot
Miche Pouliot
Overall rating
star
5/5
“Our clients find filling out the intake form and online booking very smooth. We get comments on how much our clients like the software regularly.”
kayla schofield
Kayla Schofield
Overall rating
star
5/5
“ClinicSense has made transitioning on my own very easy. I wouldn't be as organized as I am without this software so I have nothing but good things to say.”
heather wiebe
Heather Wiebe
Overall rating
star
5/5
“ClinicSense has met all of my expectations and more. With a customer service that is both professional and personable, ClinicSense is a joy to work with and a great compliment to my business.”
ClinicSense Review Michelle
Miche Pouliot
Overall rating
5/5
“Our clients find filling out the intake form and online booking very smooth. We get comments on how much our clients like the software regularly.”
Review by Kayla Schofield
Kayla Schofield
Overall rating
Showing our five star reviews
5/5
“ClinicSense has made transitioning on my own very easy. I wouldn't be as organized as I am without this software so I have nothing but good things to say.”
Review by Heather massage therapist
Heather Wiebe
Overall rating
Showing our five star reviews
5/5
“ClinicSense has met all of my expectations and more. With a customer service that is both professional and personable, ClinicSense is a joy to work with and a great compliment to my business.”
testimonials image by Miche Kars
Miche Pouliot
Overall rating
Showing our five star reviews
5/5
“Our clients find filling out the intake form and online booking very smooth. We get comments on how much our clients like the software regularly.”
Review by Kayla Schofield
Kayla Schofield
Overall rating
Showing our five star reviews
5/5
“Our clients find filling out the intake form and online booking very smooth. We get comments on how much our clients like the software regularly.”
Review by Heather massage therapist
Heather Wiebe
Overall rating
Showing our five star reviews
5/5
“Our clients find filling out the intake form and online booking very smooth. We get comments on how much our clients like the software regularly.”
customizable forms

Download the free patient intake form template now!

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