Self check-in and intake forms

Intake forms can be used at various stages of the patient journey, such as booking online appointments, links in appointment reminders or through the patient portal.

For clinics using self check-in, after a patient completes check-in, if they have uncompleted intake forms on file, the patient will be prompted to complete them.

• Related Articles

• Self check-in setup

  Contact technical support to activate the self check-in feature. Once activated, there are some program setup options that are configurable to the clinic. There are three options for mode of self check-in: Remote requires patients to use their own ...

• Healthquest intake forms app setup

  Set up the Healthquest intake forms app on a clinic tablet (apple or android) for patients to use in the clinic, to complete forms electronically instead of paper. Go to the applicable app store and download Healthquest intake forms. Configure the ...

• Self check-in for walk-in patients

  Self check-in can be activated in program setup for walk-in patients without a current appointment. The self check-in process looks a little different for the walk-in patients. Welcome screen: Click doctor on call. Select the walk-in doctor from the ...

• Intake form app - Assigning and completing intake forms

  Log into the intake forms app using the device intended for the patient to use. Search for a patient using at least three characters of their first name, last name, chart number, or PHN. Select the correct patient. Click add forms. Select the ...

• Intake forms app setup

  Set up the Healthquest intake forms app on a clinic tablet (apple or android) for patients to use in the clinic, to complete forms electronically instead of paper. Go to the applicable app store and download Healthquest intake forms. Configure the ...