Patient Intake Forms

A patient intake form is important for several reasons. First, it ensures that practitioners can access the information required to treat the new patient accurately. Second, it allows the patient to explain what they are looking for regarding their treatment and specify specific goals or interventions that they want. Finally, intake forms streamline the onboarding process, helping to improve the general workflow at a practice.

Yes, intake forms contain confidential patient information, so they must be stored accordingly. You can choose whether to store your intake forms online, using an EHR platform, or in physical copies somewhere secure. Regardless of your decision, safeguards must be in place to protect your patient's privacy.

It is a good idea to ask your patients to complete the intake form before their first practice session. This will ensure a more seamless experience on the day of their appointment and help improve the workflow at your business.