Intake form introduction

Intake form introduction

Intake forms, which are electronic documents, are intended for patients to complete and transmit using their personal device. The responses are then uploaded to their Healthquest chart.

Using intake forms can:

  1. Improve clinic workflows, saving time handing papers to a patient, then scanning it in, and linking it to the patient’s chart.
  2. Increase readability of the completed documents as they are electronic.
  3. Allow the patient to complete forms ahead of arriving at the clinic (will potentially be more comfortable filling out in their own home as well).
  4. Support the direction of practitioner visits based on responses (increasing encounter efficiency).

There is a library of standard forms that are available to all clinics who have activated the intake forms feature.

              Ex. PHQ-9, GAD, COVID-19 Screening, EQ-5D-5L, Electronic Consent, and many more.

Not finding the form you are looking for? Contact us today to build a custom intake form just for your clinic!

Intake forms can be found on the patient overview page and on the right-hand side in the reference panel. If you don't see intake forms on the overview, contact tech support today.

For quick reference you can see the date the form was assigned to the patient, the name of the form, and if it has been completed or not. If you cannot see if the form is completed on the reference panel, hover over it and the popup will show the form name and state completed if done, and blank if not completed.

 

Right click on the form on the overview or the reference panel to review the responses from the patient.

“Ctrl and right click” the intake form to open the intake form in a secondary window to review while in your chart note.


Click here to learn more about the reference panel.

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Add a new intake form to a patient chart;

  1. On the overview, click 'new' at the top of the intake forms section.
    1. On the appointment detail window, click the intake tab on the right side of the window and click new.
  2. Select the required form.
  3. Click assign form. 
  4. The intake form will now appear on the patient's chart.

Options for using intake forms

  1. Add an intake form manually to a patient chart and use a tablet in the clinic for the patient to complete while in the waiting room.
Click here for more details on setting up a tablet to hand over to the patients with their intake forms loaded.

  1. Send an appointment reminder with an intake within it.
Click here for more details on setting up reminder templates with intake forms in.
  1. Send the patient a message through the patient portal with an intake form in it.
Click here for more details on sending messages to the patient through the patient portal.

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