Healthie Software Support - Healthie Platform Information | Healthie
  • Account Set Up
  • Healthie Platform
  • EHR / Back-office
  • Client Engagement
  • Special configurations
  • Contact
  • Contact

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
  • COVID-19 Screening Form
  • Advanced Beneficiary Notice Form

Categories

  • Calendar and Scheduling
  • Charting & Client Profile
  • Intake forms
  • Out of pocket payments
  • Client Packages
  • Insurance
  • Superbills
  • E-faxing
  • Tasks
  • E-Labs
  • Inventory Management
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