Intake Tool

Our new client intake feature takes a few common intake tasks and bundles them together, saving you time!

This makes the onboarding or intake process easier for both you and your staff.

Get a quick heads up view of the progress, and quick actions to complete those tasks!

In this Article:

Video:

Intake Tool

To open, you can get there two ways:

1. Dashboard

  • At the top right under "Client Management" click the button:

2. Clients List

  • From the left menu Clients click the top right button:

  • From there, you will see the intake tool.

Overview:

Intake Icons & Tasks (progress)

  • On the left you have new clients listed here.
⚠️ Note: Click on a client's "card" on the left to display their intake progress on the right.

Above we show the intake completion percentage as well as icons listed as a "heads up view" of the progress for that client. From left to right:

person Client Portal: The client portal account setup status, ability to resend an invite
calendar_today Appointment: if an appointment is scheduled or not, you can also schedule from here
article Insurance: Their current insurance or private pay status, can also be added or updated here
description Online Forms: Completion status of assigned online forms & standard client documents
credit_card Credit Card: Verify if a card is already on file, or to add a card

Intake Tasks (Progress)

  • After clicking on a client, to the right you will see the intake details
  • They are in the same order as above. 
  • Example of a client's intake progress with 100% completion:

Client Actions

Within each right side intake progress for a client, we display the following buttons and options:

person Profile:

  • View profile
  • Mark Active (removes client from this list)
  • Mark Inactive (removes client from this list)

forum Communication:

sort Filters

At the top right, you can click the filter button to re-arrange the list in different orders:

Filter options include both ascending and descending order (click to toggle):

  • Date client was added
  • Therapist
  • Appointment
  • Completeness

movie Video: