Forms & Intakes
Any form can ask. Few remember the answer.
Intakes, consents, check-ins and assessments, built from fields your record understands. When a client sends one back, the answers land in their record, where you can follow them over time, not in a PDF to open.
Beyond the basics
What happens to the answers.
Building a form and sending it out is the easy part, and every system does it. This is what ours does with the answers.
Smart fields
Answers that land in the record, not a PDF.
Every question on a smart form is a field your client's record understands. Whichever form asks it, the answer is saved as that one fact, kept over time and comparable across your clients.
There are standard fields every profession shares, fields built for your profession, and fields your practice makes.
Sent on your terms
Forms go out when you decide, then look after themselves.
Send a form now, or have it go out on its own the next time the client books. It lands in their portal saying why you're asking, and it keeps their place if they stop halfway.
Forms can ride on appointment types too: a first booking sends the new-client intake, and a form marked required once never goes out twice.
Memory of Care™
A form that knows what they told you last time.
When a client fills in a check-in, each question shows their last answer and when they gave it, or what you recorded. What they tell you becomes a line you can chart, visit after visit.
The life of one intake form
Follow one intake from the shelf to the record.
One intake form, from the moment you build it to the moment its answers do more work, on your side and on your client's.
Clinical Care › Forms & Assessments
You build it from smart fields.
Choose a smart form and its questions come from fields built for your profession, so everything it collects joins the record. For a one-off, like an event sign-up, a free form keeps its answers to itself.
Clinical Care › Forms & Assessments
It sits on your shelf and goes out.
Your intake lives beside the ready-made ones in its category. Assign it to a client now, let it go out with their next booking, or let a first booking send it.
The client portal › Forms
The client fills it in.
It opens on their phone with your practice's name, a line saying why you're asking, and a bar that shows how far along they are.
Client profile › Forms
It comes back as part of the record.
The answers arrive in the client's record, not as an attachment. You see what was sent, what came back, and what is still outstanding.
Clinical Care › Forms & Assessments › Outside forms
Its answers fill in the official forms too.
When a board, insurer or employer needs their own form, the library links to the official one and maps what it can from the record, so you are not typing the same answers twice.
Made for nutrition
Intakes that understand food.
Allergies, habits and symptoms: questions built for nutrition, asked the same way every time.
Try it on a real intake
Send a real intake. Watch the answer stay.
Start a free trial and send your own intake to a test client, or book a demo and walk through it with someone who knows the work.
Where the answers go next.
The booking that sends the intake, and shows who is ready.
The tests and measures you record in the appointment, and the note you write with the client's answers already in front of you.
The record every answer joins, and follows over time.
Forms & Assessments, beside care plans, protocols and trackers.
Where your clients fill in their forms.