Intake Forms

Custom Patient Intake

Intake forms let you collect additional information from patients during the booking process. Forms appear as an “Additional Information” step before confirmation.

Creating a Form

Go to Intake Forms in the dashboard sidebar:

1. Click Add Form and give it a name (e.g., “New Patient Information”)
2. Add questions using three field types:
   • Text — free-form text input
   • Dropdown — select from predefined options
   • Checkbox — yes/no toggle
3. Mark fields as required or optional
4. Drag to reorder questions

Assigning to Appointment Types

By default, a form shows for all appointment types. To restrict it:

• Open the form editor
• Use the Appointment Types section to select specific types
• Only patients booking those types will see the form

Patient Experience

During booking, after entering contact information, patients see the intake form step. They complete the questions and proceed to confirmation. Responses are encrypted at rest and visible to staff in the appointment details.

Limits

• Up to 50 forms per clinic
• Up to 100 fields per form
• A soft warning appears at 10+ fields to encourage brevity

Tip: Keep forms short. Every additional question adds friction to the booking process. Ask only what you truly need before the appointment.