Intake Forms System
Create a fast, easy intake system for both your clinic and your patients.
Eliminate the need for paper forms hastily filled out in the waiting room prior to appointment. Intake forms are a fantastic tool for communicating directly with your patients. It’s simple to setup forms and request that patients complete these forms via online portal, alternatively communicating by other means available such as email or text providing a link. A great forward thinking approach to patient management. For example, a patient can complete intake forms or questionnaires ahead of any appointments therefore freeing up time and ensuring patients are not waiting around unnecessarily. This will only increase customer service and satisfaction as well as easing time and workload throughout your clinic overall.
All data and information collected through intake forms are properly displayed on the patient record card for further use within the system.
A complete set of tools
View all of PracticePal’s extensive features below. Select one to
find out more about that feature.
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Scheduler
PracticePal’s diary is extremely easy to use, displaying your business and available slots at a glance.
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Clinic Notes
Insert and annotate charts or use our built-in medical questionnaire forms, or design your own from scratch.
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Marketing
Create marketing mail-out campaigns by Letter, SMS, or MailChimp. Design your own templates for these mail-outs within PracticePal.
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Practice Income
A comprehensive income module allows you to define appointment fees, raise invoices, take payments, raise patient credit notes and more.
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Reports
Select from a range of useful reports included in the system to analyse your clinic, break-down your appointments by practitioner, type and referrer and more.
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Expenditure
Log your expenditure, greatly reducing your time spent preparing quarterly and year-end accounts.
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Recall
An intelligent patient retention system that takes the burden out of trying to remember who needs a prompt to rebook and when.
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Intake forms
Ask your patients to fill in forms directly in the browser or via our online portal, and view the information provided on the patient record.