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Sending Client Intakes

The client intake process is the foundation of the clinical relationship and the first line of defense for patient safety. A streamlined digital intake ensures personalized care while maintaining rigorous compliance from the very first interaction.

Why Intake Matters​

Clinical Safety and Risk Mitigation​

  • Medical History: Surfacing pre-existing conditions or contraindications ensures treatment plans are safe before the first session.
  • Allergy Tracking: Capturing drug or environmental allergies is a non-negotiable safety step.
  • Emergency Contacts: Ensuring immediate access to a patient's support system in case of an adverse event.
  • HIPAA Consent: Formally notifying patients of how their Protected Health Information (PHI) is handled.
  • Informed Consent: Documenting that the patient understands the risks and benefits of the services provided.
  • Financial Responsibility: Clearly outlining billing practices and insurance expectations to prevent future disputes.

Provider Efficiency​

  • No Clipboard Time: Patients do not spend the first 15 minutes of their session filling out forms in the waiting room.
  • Data-Driven Consultations: Providers can review the patient's history before the visit, allowing for deeper, more targeted clinical questions.
  • Clean EHR Integration: Digital intakes sync directly with client records, reducing manual data entry errors.

Patient Experience​

  • Privacy and Comfort: Patients can disclose sensitive information from the privacy of their own home rather than a public waiting area.
  • Clarity of Care: Sets expectations early regarding what the patient needs to provide and what they will receive in return.

How to Send a Client Intake​

  1. Open the client's record.
  2. Navigate to the Documentation tab.
  3. Click Send Intake or Send Form.
  4. Select the intake form from your template library.
  5. Choose the delivery method — client portal or email.
  6. Click Send.