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 Intake
Create a
Choose registration
Select a
Add admin
Add assessments
Save and
System generates
Patient completes
Open Intake Pathways
From the Patient Forms hub, click Intake Pathways. This shows your existing pathways or lets you create a new one.
Create a new pathway
Click + New Pathway and give it a name — "New Patient Onboarding" or "Telehealth Intake". You can have multiple pathways 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?▾
Related guides
Set up your intake form
Configure which sections your patients fill out when they register with your practice.
Create a consent form
Build a digital consent template that patients sign before their first appointment.
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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