Intake Forms and Charting Notes

Set up, leverage Healthie library of forms, and sharing forms with clients

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24 articles in this collection
Written by Erica Jain, Chelsey Amer, and Cavan Klinsky and 3 others
Provider FAQ: Intake Forms

What intake forms are in Healthie's Library?

Overview of forms built within the Healthie platform for your convenience
Written by Erica Jain
Updated over a week ago

How do I make my clients intake forms skippable?

If you want clients to bypass your intake forms, you can make your form(s) skippable.
Written by Layla Connelly
Updated over a week ago

How can I eliminate the intake flow process for Discovery call clients?

Discovery Call, Shortened Intake, Specific Intake
Written by Phil Pinto
Updated over a week ago

Where do I view my client's intake forms?

My client completed my intake forms on Healthie, where can I find them completed?
Written by Layla Connelly
Updated over a week ago

Can I Fill Out Intake Forms on behalf of my Clients?

If clients do not fill out their forms prior to a session, you can help them complete these during an appointment.
Written by Cavan Klinsky
Updated over a week ago

How do I know if a client completes my intake form?

Check the status of forms shared with your clients, request an additional form to be completed.
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Written by Emma Bixler
Updated over a week ago

Switch a Charting Template to an Intake Form (or vice versa)

Written by Cavan Klinsky
Updated over a week ago

How do I request that an existing client complete an intake form?

Directions to request an intake form be completed by your existing client.
Written by Erica Jain
Updated over a week ago

How do I create a form that requires an e-signature by my client?

Build an intake form that clients can e-sign, using Healthie's electronic signature feature within Intake forms
Written by Erica Jain
Updated over a week ago

How does the Auto-fill Feature on Healthie work?

Healthie saves providers time by auto-filling intake forms, charting templates, metrics, and billing information.
Written by Erica Jain
Updated over a week ago