Completing Intake Forms Realtime with clients

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Sylvia Dorsey

• March 19, 2021 19:48

How do you pull up an intake form and complete it real-time while you read the questions and input answers as client gives the answers? Some of my clients are technology challenged. I'm trying to avoid printing out the form, filling it in and then uploading which would be a work around.

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  Nicole “Nikki” Schwartz

  • March 24, 2021 14:32

  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

  • March 24, 2021 14:35

  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

  • April 26, 2021 19:22

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

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  Chris Fadgen

  • September 22, 2021 16:42

  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

  • November 15, 2021 20:02

  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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  Shara Kaszovitz

  • December 06, 2022 16:49

  Any update with this? I want to be able to add to the intake questionnaire and do screenings with client in session.  I figured out how to change it to "assessment" in the notes and forms section, but then how do I pull it up when with a client and save it into client's chart?  

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  Annette M. Wells

  • December 19, 2022 15:42

  I would like to be able to help older clients that do not know how to use a computer to fill out intake questionnaires and screening and save it to their chart.  This thread has been going for 2 years with multiple request. I hope we can get answers soon. 

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