Patient Intake Forms
Streamline the registration, admittance, and onboarding process by using this patient intake form template. Click here to download a free copy for your practice!
Fact Checked by Ericka Pingol.
What is a Patient Intake Form?
A , also known as a client intake form, is a document that healthcare organizations utilize to gather information on a patient. Though the form’s look and content may vary depending on the creator of the document, it usually has the following sections:
- Patient Details
- Medical and Social History
- Insurance Information
- Reason for their visit
-
For the past few decades, patients have been asked to complete physical copies of these printed forms before proceeding with their emergency or scheduled appointments. However, during the pandemic, medical personnel decided to offer a digitally editable version of this document to lessen face-to-face interactions. What was a practice before was adopted post-pandemic soon after seeing its benefits, such as saving time, effort, and money that would’ve been spent on registration, admittance, and onboarding.
If you haven’t switched to or offered digital copies or need an updated version of the document you use, we’ve created a template just for you. With our template, you won’t only be able to gather information effortlessly but edit the content to suit your needs. Aside from that, we also provided a guide below on how to download and utilize the template, as well as the benefits of not starting from scratch.
Printable Patient Intake Form
Download this Patient Intake Form to improve the intake process at your practice.
How Does it Work?
Step One. Access the Template
To access and download our printable patient intake form template, do either of the following:
- Click the “Use the Template” or “Download Template” button above
- Searching “Patient Intake Form” on Carepatron’s template library on our website or app
If you need to add or remove sections, you can edit it right on Carepatron.
Step Two. Fill Out the Form
After you obtain a copy and edit it accordingly, you can either print it out or, better yet, save a digital copy and send it to your patient to be filled out. You can give it to them ahead of time or have them answer it right before their appointment. During emergencies, you can have this on hand to fill out while they, and a companion, if they have one, answer the form verbally.
Step Three. Upload the Form
Once finished, don’t forget to upload the information to your system. That way, practitioners who need this information can easily access it. To add, if the practitioner requests that the patient create an account in Carepatron’s patient portal, the document can be used as a reference.
Patient Intake Form Example (Sample)
Check out our example of a filled-out Patient Intake Form available as a PDF file. Hopefully, you’ll gain insight into how this assessment may look completed.
Get an offline copy you can use as a future reference by clicking the sample below or by pressing the “Download Example PDF” button above.
Download this Patient Intake Form Example (Sample) here:
When would you use this Template?
Similar to other intake forms, you can use the patient intake form template for the following:
- To gather information on new patients or to update information on old patients
- To know the reason behind one’s visit
Depending on the practitioner, the patient intake form template can be edited to be more comprehensive and fulfill additional purposes the referring physician may have.
Benefits
Saves Time, Effort, and Money
Without the need to interpret a patient’s handwriting because they can simply type out their answers on our digital patient intake form template, practitioners can save much time and effort. Additionally, since patients can fill up their intake forms at home, they save time and effort that would’ve been spent in the waiting room. Less time spent in waiting rooms is beneficial to hospitals and practitioners because it means that they can care for more patients daily.
Streamline and Organize
With a patient intake form, practitioners and staff can streamline the registration, admittance, and onboarding process, which can also effectively speed up and simplify the process post-fill-up. If the healthcare organization decides to store digital copies of templates on Carepatron, they can also better organize, search, and access the forms needed using the patient portal or tags, especially when they need information for scheduling, billing, or checking their insurance eligibility.
Accurate Data and Accessibility
Since a patient can fill out the form in the comfort of their home and at their own pace, you are reducing the risk of rushed interviews or questioning via a phone, increasing the risk of obtaining inaccurate data. Furthermore, since our template is digital, relevant practitioners can access the relevant information on any gadget they have on hand at any time.
Improved Patient Experience
As mentioned above, with shorter waiting times, patients don’t feel like they’re wasting their time, and practitioners can spend more time focusing on their patients. Furthermore, patients won’t have to provide the same information multiple times whenever they meet. By doing these things, such as filling out a patient intake form at their convenience, they’ll have a better patient experience.
Why use Carepatron as your Patient Intake Form App?
Aside from being software where you can get a patient intake form template and guide, Carepatron is also a leading practice management software. Have it on hand so you are equipped with the means and tools to automate administrative tasks and streamline business and processes. That way, most of your time, effort, and focus go directly toward patient care.
After downloading and editing the patient intake form on our app, feel free to explore the other following tools and resources you can access on Carepatron:
- Over 100 digitally editable, downloadable, and printable templates in PDF form of surveys, tests, assessments, and other medical documents.
- A secure EHR that’s HIPAA-compliant for all your digital notes and your client’s medical records.
- Integration of telehealth software applications and multiple calendars
- An automated payment system you can set up for your client
Get all of these and more if you download our application on your desktop or iOS/Android gadgets and sign up today!
References
Health, S. (2022, August 17). How digital patient intake, registration boost patient experience. PatientEngagementHIT. https://patientengagementhit.com/features/how-digital-patient-intake-registration-boost-patient-experience
Patients' top complaint? It isn't doctors or nurses, study finds. (2023). Retrieved 15 May 2023, from https://www.advisory.com/daily-briefing/2016/04/28/top-patient-complaints
Commonly asked questions
All healthcare practitioners can utilize a patient intake form. To be more specific, here’s a list of ones who are more likely to use it:
- General Practitioners
- Therapists
- Psychologists
- Psychiatrists
- Counselors
- Therapists
You can store a physical copy of a patient intake form by placing it in a drawer at a location with security measures set in place. Digital copies, on the other hand, should be stored in a HIPAA-compliant, secure EHR platform like Carepatron.
Ideally, the client is the one completing the form. However, in case of emergencies or if the patient is physically incapable of entering data, their companion or the referring physician can do it on their behalf.
