Practice Setup
Set up a patient intake pathway
Combine intake, consent, admin forms, and assessments into a single link patients complete before their first appointment.
9 steps · 5 min read
Open Client
Create a
Choose registration
Select a
Add admin
Add assessments
Save and
System generates
Patient completes
Open Client Forms and find section 3
Section 3, Pathways, lists any pathways you already have. A pathway is optional: most practices send forms per client from the Dashboard instead, and the hub says so.
Create a pathway
Click Create your first pathway, type a name such as "Child Assessment Intake", and press Create. You can have several for different purposes.
Choose registration type
Pick how patients register: Full Intake Form (collects detailed information) or Basic Details (name, email, date of birth only). Most practices use Full Intake Form.
Registration Type
Select a consent template
Choose which consent template patients sign. If you haven't created one yet, you can skip this and add it later.
Add admin forms
Optionally add billing and admin forms — bulk billing consent, release of information, funding consent. Patients complete these after consent.
Add assessments
Browse the assessment catalogue or select a battery. These are the clinical assessments patients complete at the end of onboarding. Optional — not every pathway needs assessments.
Save and activate
Click Save. Toggle the pathway to Active. Your onboarding link is ready to share.
System generates your link
The system creates a unique onboarding URL for your practice. Share this link anywhere — it's your permanent patient registration page.
Patient completes everything
When a patient opens the link, they flow through each step in order: registration, consent, admin forms, then assessments. All responses land on your dashboard grouped under the patient's record.
Frequently asked questions
Can I have different pathways for different types of patients?▾
What happens if I change a pathway after patients have already used it?▾
Can I enrol existing patients into a pathway?▾
Related guides
Turn on your registration form
Switch on the form new clients fill in about themselves, and choose what it asks.
Review your consent forms
Your practice starts with consent and admin forms already drafted. Read each one, change what you want, and make it live.
Share your onboarding link
Your permanent practice link — patients register, sign consent, and complete forms without you creating their record first.
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