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
Open Patient
Click the
Toggle sections
Preview the
Save and
Intake form
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.
Click the Intake Form card
You'll see cards for each form type. Click Intake Form to open the editor. If it's your first time, sections will be toggled off by default.
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
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.
Save and activate
Click Save. Your intake form is now live. Any intake pathway that includes intake registration will use this form.
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?▾
What information does the intake form collect?▾
Related guides
Set up a patient intake pathway
Combine intake, consent, admin forms, and assessments into a single link patients complete before their first appointment.
Edit your intake form
Toggle sections on or off and reorder fields. Previous submissions are not affected.
Create a consent form
Build a digital consent template that patients sign before their first appointment.
Ready to try a different approach?
Quiet tools for focused work. Real impact for your patients.
No credit card required. Start with 3 forms and 10 patient responses.