Intake Forms and Charting Notes

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

Emma Bixler avatar Erica Jain avatar Chelsey Amer avatar +2
25 articles in this collection
Written by Emma Bixler, Erica Jain, and Chelsey Amer and 2 others
Provider FAQ: Intake Forms

What intake forms are in Healthie's Library?

Overview of forms built within the Healthie platform for your convenience
Erica Jain avatar
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.
Layla Connelly avatar
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
Emma Bixler avatar
Written by Emma Bixler
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?
Layla Connelly avatar
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.
Cavan Klinsky avatar
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.
Emma Bixler avatar
Written by Emma Bixler
Updated over a week ago

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

Cavan Klinsky avatar
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.
Erica Jain avatar
Written by Erica Jain
Updated this week

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
Erica Jain avatar
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.
Erica Jain avatar
Written by Erica Jain
Updated over a week ago