In this article we will look at what an intake form is, when to use them and how to add them to your appointment booking flow. In summary intake forms are an excellent to gather structured data prior to an appointment and can greatly assist healthcare assistants during the consultation.
What is an intake form?
An intake form is a predefined set of questions that your patients will be asked to complete whilst they are booking an appointment. When the appointment has been confirm you can see the intake form response in your inbox where you can save it to the patients medical record.
When do I use an intake form?
We recommend adding intake forms to appointments that either require your patients to provide extra information, which can be used during the consultation; or if you need to ask patients to confirm information prior to booking.
💡 Top tip: Make sure you add a description to you intake so other user know what the intake form is used for! 💡
How do I add an intake form to an appointment type?
To enable patients to complete intake forms whilst booking an appointment, you will need to associate the intake form to the appointment type:
Navigate to the main settings page using the ⚙️ icon in the top right hand side of the page.
Once on the main settings page click on the Services setting box and click on Appointments to show a list of all the appointments configured at your practice group
Find the appointment type you wish to add the intake form to and click Options > Edit, to open the appointment configuration page
Click on the General tab at the top of the page and navigate to Intake form
Then open the intake form menu and select the intake form you wish to add to the appointment's booking flow
Once you have selected the intake form you can click Save changes in the top right of the page
How do I create an intake form?
What do patients see?
On the appointment review page, before the patient can confirm their appointment, the patient will be prompted to complete the intake form. Once the form is complete the patient will be able to confirm the appointment and you will be able to find the appointment intake form in your inbox.
How can an administrator complete an intake form on behalf of a patient?
As an administrator when you complete a booking on behalf of a patient, through Hero, you will be prompted to complete the intake form on behalf of the patient.
Start the booking flow on behalf of the patient via the 🏠 home dashboard or from the 👥 patient dashboard
Select your appointment, location, practitioner and appointment time click continue
If the appointment type has a intake form attached you will be asked to complete the form.
Either complete the questions now on behalf of the patient and click Submit form to confirm the appointment
Or click Skip to confirm the form without completing intake form.
The appointment is now confirm to review the intake form you can open the appointment details via the 📆 Diary, the 👥 Patients dashboard or 🕓 Appointments list and click on response in the Questionnaire section of the appointment page.