TheraPlatform offers a built-in library of intake forms, which you can electronically send to your clients and your clients can compete them at their own convenience via our secure client portal.
Completed by clients forms will be automatically saved under their charts. We also allow you to set up reminders for clients to fill them out in a timely manner under Settings< Billing< Settings< Edit (mark in blue Send overdue reminders (invoices,intake and consent forms)< Save changes.
In addition to our built-in intake forms, you can build your own intake forms from scratch to meet your needs. You can also modify/edit our intake forms. To learn how to build your own intake forms from scratch, refer to this article.
Note: TheraPlatform also offers a demographic form. To learn how to request demographic information from clients, refer to this article.
TIP: Watch our built-in video tutorials (log in to your platform) under the orange button Watch video tutorials, titled "How to set up intake forms" (under Set-up section) and "How to request demographic information from clients", "How to send intake and consent forms to clients" (under Documentation section).
To utilize or modify our existing intake templates follow these steps:
Step 1: Click on Settings.
Step 2: Click on Forms.
Step 3: Click on Intake.
Step 4: Click on Browse Library to view some pre-made forms. You can use our search bar to filter the forms by your discipline (e.g. mental health, speech, physical therapy, etc.)
Step 5: After you click on Browse Library click on eye iconto preview our existing template.
Step 6: After reviewing our template click on Select next to the template you wish to use or modify. This will bring the template down to the white area. From there you can make any changes you wish.
Step 7: Click on Edit to modify the intake form if desired.
Step 8: A pop-up box will open and you can start editing the Intake form. You can change the titles of the field; move fields around (by clicking and dragging); you can delete fields (red trash can icon) ; you can add additional fields with our tool bar:
To add a field to your form, click on one of the buttons on the toolbar.
Text Box: This will allow you to write your question or statement and your client will be able to provide a short answer with a sentence or two.
Numeric Box: This will allow you add numbers.
Options: This will allow you to ask your question (or state) and add multiple options but your client will be only able to select ONE of the options. To add multiple options to your statement or question, click on edit.
Multiple options: This will allow you to ask your questions (or state) and add multiple options and your client will be able to select MORE than one of the options. To add multiple options to your statement or question, click on edit.
Paragraph: This will allow you to ask your question (or state) and your client will be able to provide a paragraph long answer.
Yes/No: This will allow you to ask your yes/no questions and your client will be able to either select yes or no.
Date: This will allow you to write your statement or question and calendar will be inserted to your new intake form. Your client will be able to mark the date on the calendar on your intake form.
Date and Time: This will allow you to write your statement or question and calendar with time will be inserted to your new intake form. Your client will be able to mark time and the date on the calendar on your intake form.
Header: This will allow you to insert header to your new intake form.
Signature: This will add a signature field and one can draw signature in it.
Table: This will add a table and you can specify how many columns.
Step 9: Verify the form is Enabled.
Step 10: Click on Save Changes.
To add footers to your Intake forms follow these steps:
Step 1: Click on Settings < Notes< Settings
Step 2: Follow directions on the screen and enter footers in the fields needed.
Step 3: Click on Save changes.
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