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Practice Setup

Edit your intake form

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

4 steps · 2 min read

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Intake forms are currently available for Australian psychology practices. OT and US region support coming soon.
You

Open the intake form editor

Go to Patient Forms > Intake Form. You'll see the section toggles.

You

Toggle sections

Turn sections on or off. The form preview updates in real time.

You

Save

Click Save to apply your changes.

Automatic

Next patient sees the update

The next patient who opens your onboarding link sees the new intake form. Previous submissions are unchanged.

Frequently asked questions

Can I add custom fields to the intake form?▾
The intake form uses pre-built sections (personal details, medical history, etc.) that you toggle on or off. Custom fields are not currently supported — but most practices find the standard sections cover what they need.

Related guides

Setup6 steps

Set up your intake form

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

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 a consent template

Update your consent form sections. Existing signed consents are not affected.

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