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.
HIPAA PolicyConsent to TreatmentPatient Registration

Template Library

Unlock efficiency and enhance patient care with our extensive template library for streamlined digital forms.
Categories
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General - Financial Responsibility Form
Dental
Medical
Mental Health
Optometry
Ensure clarity and transparency in financial matters by using our Financial Responsibility form
General - 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
General - Consent to Treatment
Dental
Medical
Mental Health
Optometry
Actively involve patients in the decision-making process by obtaining informed consent
General - Telehealth Consent
Medical
Mental Health
Optometry
Dental
Promote compliance with regulatory requirements and facilitating secure and convenient virtual healthcare
General - Medical History Form
Medical
Mental Health
Efficiently collect and review patients' past medical information, aiding in comprehensive assessments, accurate diagnoses, and personalized treatment plans
General - Cancelation Policy
Medical
Dental
Mental Health
Optometry
Discover how a well-crafted cancellation policy creates better outcomes for healthcare providers and patients alike. Our comprehensive guide includes a ready-to-use template, essential policy components, and implementation strategies.
Chiropractic - Intake Form
Chiropractic
Easily collect information from new patients with this form template.
General - Medical Records Release Authorization
Medical
Optometry
Dental
Mental Health
Ensure seamless and secure information exchange between healthcare providers
Generalized Anxiety Disorder Assessment (GAD-7)
Mental Health
Medical
Enabling more accurate diagnoses and facilitating tailored treatment plans for individuals experiencing anxiety-related concerns
Patient Health Questionnaire (PHQ-9)
Medical
Mental Health
Evaluate and track the severity of depressive symptoms in patients, enabling more accurate diagnoses and guiding personalized treatment.
Adult ADHD Self-Report Scale (ASRS-v1.1) Symptom Checklist
Mental Health
The Adult ADHD Self-Report Scale (ASRS v1.1) is an 18-item tool for adults 18+ to screen for ADHD symptoms and aid in diagnosis, best used with a clinical interview.
NICHQ Vanderbilt Assessment Scale
Pediatrics
NICHQ Vanderbilt Assessment Scales: Use these tools to evaluate ADHD and behavioral symptoms in children, gathering insights from parents and teachers for a well-rounded diagnosis.

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