Online Intake

Form Templates

Easily send and receive your intake forms online. Send clients your online intake forms to fill out on their phone, tablet, or computer. Clients securely sign and submit completed intake forms. Track the progress of new patient intake forms, send automated reminders, and receive completed forms online.
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Template Library

Unlock efficiency and enhance patient care with our extensive template library for streamlined digital forms.
Categories

PHQ-9

Screenings
Medical
Mental Health
Evaluate and track the severity of depressive symptoms in patients, enabling more accurate diagnoses and guiding personalized treatment.
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PHQ-9

Screenings
Medical
Mental Health
Evaluate and track the severity of depressive symptoms in patients, enabling more accurate diagnoses and guiding personalized treatment.
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GAD-7

Screenings
Mental Health
Medical
Enabling more accurate diagnoses and facilitating tailored treatment plans for individuals experiencing anxiety-related concerns
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Cancelation Policy

Medical
Dental
Mental Health
Optometry
Set clear expectations with our Cancelation Policy form
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Medical Records Release Authorization

Medical
Optometry
Dental
Mental Health
Ensure seamless and secure information exchange between healthcare providers
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Telehealth Consent

Medical
Mental Health
Optometry
Dental
Promote compliance with regulatory requirements and facilitating secure and convenient virtual healthcare
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Notice of Privacy Practices

Dental
Medical
Mental Health
Optometry
Law
Establish trust and maintain confidentiality by providing patients with a clear understanding of how their protected health information is handled
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Medical History Form

Medical
Mental Health
Efficiently collect and review patients' past medical information, aiding in comprehensive assessments, accurate diagnoses, and personalized treatment plans
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Patient Registration Form

Dental
Medical
Mental Health
Optometry
Effortlessly gather and organize crucial patient information, streamlining the registration process and ensuring accurate records.
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Financial Responsibility

Dental
Medical
Mental Health
Optometry
Ensure clarity and transparency in financial matters by using our Financial Responsibility form
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Consent to Treatment

Dental
Medical
Mental Health
Optometry
Actively involve patients in the decision-making process by obtaining informed consent
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