Intake forms available within Healthie
Inside the platform, you will find a library of forms to leverage as you build out your intake form system. You are able to use these forms "as is" or pull specific questions from these question banks to create your own forms.
You can access intake forms built within Healthie here, by adding a form directly to an intake flow
Overview of Built-in forms within the platform
Healthie Smart Form:
Collect basic client information like Name & Address, Phone Number, and Health history. Information from the Healthie Smart Form automatically pre-fills into other parts of your platform, like the client profile. This basic intake form includes the most common questions asked by health and wellness providers.
To use the Smart Form as a foundation for your own intake form, click on Healthie Smart Form - you will be able to make direct edits here.
Request a client's credit credit card be kept on file. This is useful to charge no-show fees / cancellation fees, as well as purchase packages for clients on behalf of them. Here are some best practices in crafting office policies for your practice and the case for establishing a cancellation policy.
Request that a client enter their insurance information - you can use this for an eligibility check, and information will auto-fill into any CMS-1500 forms you'd like to generate in the future.
Physician Authorization of Release:
Clients can enter the name and contact information of other providers that they are working with. They can then approve that you share charting notes and results with these providers.
Other forms & resources available
If you would like a form that you do not see listed above, please message us. We have an internal library of intake forms and charting templates through partnerships with graduate programs, affiliates, and specialty groups (e.g., LEAP, IFNA, IIN, FMCA, LivingPlate). If you are a member of a group, please e-mail us: firstname.lastname@example.org and we will add these forms to your account.