Intake forms collect what you need to know before a client's first visit: history, current symptoms, consent signatures, anything else specific to your practice. Build the form once, send it via email, review submissions when they come in.
Intake forms are available on Solo and above.
What's seeded for you
The first time you open Intake Forms, Stillpoint seeds practice-type-specific templates (general intake, consent, specialty forms for your discipline) so you have a starting point. You can edit, duplicate, or delete the seeded forms.
Build a form
- Open Intake Forms in the sidebar.
- Click New Form (or open a seeded one and modify).
- Give the form a name (e.g., "New Client Intake," "Health History").
- Add fields:
- Text for short or long responses.
- Choice for single- or multi-select options.
- File upload for documents and images.
- Signature for consent and agreements.
- Date for date-picker fields.
- Mark fields as required or optional.
- Click Save.
Send a form
You have two paths:
- Manual send. Open a client's profile, click Send Form, and pick which form to deliver.
- Auto-send. Configure forms to send automatically when a new booking is created. Set this up from the form's settings.
The client gets an email with a secure token link. They don't need a Stillpoint account to fill it out.
Review submissions
When a client submits a form, you're notified. View the submission from the client's profile under the Intake Forms tab. Submissions are stored alongside the rest of the client record.
Reminders
If a client hasn't completed their form before the appointment, Stillpoint can send an automatic reminder. Configure reminder timing in Settings → Notifications.
Tips
- Keep forms short. Each required question is one more reason a client gives up partway through.
- Use the signature field for informed consent and privacy agreements.
- Review submissions before the session so you walk in prepared.