Getting Started: Healthie Intake Forms

Forms are not automatically shared with clients from your Forms library. Learn how clients can complete a Healthie form here. 

Curate Your Library of Forms

By default, the following forms are available to you through your Forms Library: Electronic Forms Library. If you see a form on this list that is not available within your account, you can send an email to hello@gethealthie.com to request the form be added. 

These forms serve as templates. They can be used as they are, or edited to fit your business and client needs. 

Additionally, there are several other ways to add forms to your Healthie account: 

• Browse our library of Specialty forms (ie. coaching and affiliate forms). 
• Request Healthie build a form and add it to your account (ie. an existing practice form or charting template you use).  
• Add Spanish-version of forms to your account 

Have a form that you would like Healthie to build out in your account? Learn more: Request Healthie Add a Form to Your Account

Standard Forms Not Visible in the Forms Library 

Some of the available forms will not appear in your Form's Library, which indicates that they are a fixed-form and cannot be edited. 

Forms that are automatically added to your account, but not visible in the forms library include: 

• Billing Info form (to collect a credit card on file) 
• Insurance information form (to collect insurance details & a copy of the insurance card), and the 
• Photo ID form (to collect a copy of the client's ID such as a license). 

To view forms that do not appear in your Forms, we suggest that you add them to an intake flow and "Preview" the flow. This will walk you through your client's experience with your electronic paperwork. 

Create Your Own Intake Form(s) 

Creating your own custom paperwork within Healthie enables you to capture information that is tailored for your business, profession, and clients. This ensures a streamlined onboarding process and saves times on daily tasks, such as charting. Intake forms are specific forms that you will have new clients complete as part of their onboarding process. 

These forms can be added to an "Intake Flow" to automatically distribute to new clients. You can create different client groups and different intake flows so that you can have differing onboarding processes (ie. an intake flow/paperwork for adult clients and a second flow/paperwork for pediatric clients). 

Learn how to build your own intake form

Tip: Leverage "Smart Fields" 

Healthie's Smart Fields enable you to have information from intake forms pre-populate within a Client's Profile and onto your Charting Templates, which eliminates duplicate data entry. More information here. 

Edit or Delete an Intake Form

There may be instances in which you would like to modify or delete intake forms that you have already created. You are able to do both within your Forms Library, irrespective of if a form has been shared with clients.

Learn how to edit or delete a form.  

Copy an Intake Form

There may be instances in which you would like to copy an existing intake form. 

Learn how to copy a form. 

Download or Print a Form

You can optionally download or print a blank version of your intake form or charting now. 

Additionally, completed versions of a client's forms can also be download/printed. 

Learn how to download or print a form. 

Archive a Form 

If there are forms or charting templates that you no longer would like to display in your forms list, it can be archived. 

Learn how to archive or unarchive a form here.

How Clients Complete an Intake Form

Forms are completed electronically by clients, and can be shared automatically or manually. 

Learn how to send intake forms to clients here: Have Clients Complete a Healthie Form

Additional Resources

• Quick Look video: Build an Intake Form, to learn how to use Healthie's drag & drop form builder tool. 
• Deep Dive video: Intake Forms
• Join our free weekly recurring Live Classes, including a review of intake forms & intake flows. Find a Class.