Some clients might prefer to fill out intake forms the old-fashioned way – on paper. If your form’s header is colourful or flashy, you can design an alternative header for its PDF version.
Check out this article for instructions on how to customize your PDF Form Header.
Thanks to your feedback, we discovered that it’s common to send multiple documents for your clients to sign. Based on this, we made some changes to how consent forms work and now you can have more than one document attached to a single intake form. Check out this article to learn how to create an intake package (to which…
Practitioner’s Notes You can now add your own notes to an intake form after your patient has completed it. You can add one note per question. Check out this article to learn how to use the feature. Drawing questions Another popular request we were getting was to add the ability to have questions where patients…
Would you like to customize what your emails with forms sent to clients look like? You can change settings and have the emails sent out using your email address (instead of IntakeQ’s). Check out this article to learn how to do that.
With this new tool you can program IntakeQ to remind your clients of their appointments. You can choose when the reminder should be sent out and you can also choose from three different types (email, text messages or a phone call) or let your clients decide if and how they want to be reminded. Check out this…
Hey all, this is just a short note to let you know that IntakeQ now sends an automatic email to remind your client to fill out their form (in case that hasn’t been submitted back to you already). Check out this article to learn how to ensure the reminder is sent out.
You can now make some questions in your intake forms mandatory. Check out this article to learn more about it.