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Completing Intake Forms Realtime with clients

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5 comments

  • Nicole “Nikki” Schwartz

    I have a version of the intake paperwork as a progress note called clinical mental health intake interview. I would just copy your intake paperwork a progress note and proceed as if it were the note. You could also do this as an “assessment” if you still wanted to do your standard progress note for that session as well.

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  • Nicole “Nikki” Schwartz

    I just checked. I think as long as it’s not your default intake, so it’s a copy, you can go in and change it to an assessment or progress note. This is much easier than trying to print fill out scan and upload.

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  • Holly Hamilton

    Did you figure out how to do real time intake form? I am wondering too. 

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  • Chris Fadgen

    I would like to learn how to do this as well. I have forms that I would like my patients to complete each session, like a neck pain index. Some patients can only respond while in the office/treatment. I would love to be know how to "open" and complete a form (or specific assesment in my library) in real-time and have it append to that day's treatment notes for that patient.

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  • Serena Wong

    I would also like to learn how to do this as well. Some of my clients don't complete the standard intake and I'd like to help them complete it in session and then have it go in their chart. 

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