Intake forms
Build online question banks and e-signature forms for clients to complete online
- Getting Started: Healthie Intake Forms
- "Smart fields" to connect intake forms and charting templates
- Build an E-signature form
- Getting Started: Intake Flows
- Switch a charting template to an intake form
- Intake forms available within Healthie
- Forms in Healthie's Specialty Library
- View, skip, and complete client intake forms
- Request that an existing client complete a form / Send form reminder
- Generate a PDF of an intake form / charting note
- Add logo to intake form
- Collect Billing Information
- Collect Insurance Information
- Create intake forms with scoring / quizzes
- Share forms with colleagues
- Have clients complete the same intake form more than once