Best practices: Eliminating intake forms for a Discovery Call Client

The situation: You want to offer a "free initial consult" or a "discovery call" to a new / prospective client before having them complete your standard set of intake forms. You may want them to complete some forms, but not all. 

The Solution: Create a new client group and assign a modified intake flow to that group.  

Step 1: Create a new client group, titled "Discovery call - new client" (or something of the sort)

Step 2: Create an intake flow for this client group. Match it to the specific group that you created in Step 1. 

Step 3: You will need to choose existing intake forms within your platform, or build new intake forms and match this forms to the intake flow that you created. 

Step 4: Make sure relevant forms are added to your intake flow for a "Discovery call - new client

Providers will commonly include a shortened version of their intake form, a HIPAA-privacy notice, and sometimes insurance request form. Some even choose to have clients complete NO paperwork, in which case the intake flow created should have NO forms. 

Post discovery call, if you would like clients to fill out your intake forms, you can move them into another group that contains the intake forms they'll need to fill out.