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Practice Setup

Set up your intake form

Configure which sections your patients fill out when they register with your practice.

6 steps · 3 min read

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Intake forms are available for Australian psychology and occupational therapy practices.
You

Open Patient Forms

From your dashboard sidebar, click Patient Forms to open the practice forms hub. This is where all your intake, consent, and admin forms are managed.

You

Navigate to Step 2: Forms

In the Patient Forms hub, find Step 2 — Forms. Click Intake Forms to see your intake templates. Select the template you want to configure.

Patient Forms

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Practice Profile

Logo, fees, policies

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Forms

Choose which forms patients complete

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Intake Pathway

Combine forms into one link

Intake Forms›
Consent to Treatment›
Bulk Billing Consent›
+ New Form
You

Toggle sections on or off

Each section (personal details, emergency contact, medical history, referral information) has a switch. Turn on what you need. Your form updates in real time.

Intake Form Sections

Personal Details
Emergency Contact
Medical History
Referral Information
GP Details
You

Preview the form

Click Preview to see exactly what your patients will see. The form uses the same neurodivergent-friendly design as your assessments — chunked sections, clear progress, time estimates.

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Save and activate

Click Save. Your intake form is now live. Any intake pathway that includes intake registration will use this form.

Automatic

Intake form is available

The system makes your intake form available in the pathway editor. If you already have an intake pathway with "Intake Form" registration, patients will see your new form immediately.

Frequently asked questions

Can I change the intake form after patients have already submitted it?▾
Yes. Editing your intake form only affects future submissions. Previous patient responses are preserved exactly as they were submitted.
What information does the intake form collect?▾
You choose from sections including personal details, emergency contacts, medical history, current medications, referral information, and GP details. Toggle on what your practice needs.

Related guides

Setup9 steps

Set up a patient intake pathway

Combine intake, consent, admin forms, and assessments into a single link patients complete before their first appointment.

Setup4 steps

Edit your intake form

Toggle sections on or off and reorder fields. Previous submissions are not affected.

Setup6 steps

Create a consent form

Build a digital consent template that patients sign before their first appointment.

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