Mobile intake and consent forms
Clients complete and sign intake and consent forms on their own phone or an iPad at your center, before the appointment or at check-in, in English or Spanish.
What mobile intake does
- Sends intake and consent forms to a client before their appointment, or at check-in.
- Reaches clients by QR code, by text message, or on an iPad at your center.
- Lets the client complete and sign on their own phone, or on a device the center provides.
- Supports English and Spanish.
- Returns the completed form into the client record without re-keying.
How do clients complete intake forms before an appointment?
Clients complete and sign intake and consent forms on their own phone or an iPad at your center, before the appointment or at check-in. She can scan a QR code on her own phone, open a link you text her, or use an iPad at the center. Sending a form by text needs an account with Text Request or Rectangle Health. Form requests aren't sent by email. If they do not have a device, the center can hand them one.
Forms are available in English and Spanish. Staff build the forms once. If your center texts, set up reusable text templates, then create a form request for a specific client.
When the client submits, staff process the completed request and the data moves into the client record rather than being typed in from paper. This removes the clipboard from the waiting room and cuts the data entry that follows it, which is what most centers are trying to solve when they go looking for this.
Built once, sent per client
Build your forms once
Use the standard intake form, choose which pregnancy-test questions show or are required, and add your center's own consent forms, in English and Spanish.
Set up your message templates (if you text)
Only needed if your center sends forms by text. Reusable text templates settle the wording before anyone is at the desk.
Send the request
Create a form request for a client and send it before the appointment or at check-in.
Process what comes back
The completed, signed form is processed into the client record. Nobody retypes it.
Want to see a form go out and come back? Book a demo.
What is included
- Electronic intake forms.
- Electronic consent forms.
- Delivery by QR code, iPad, or text message.
- The client completes and signs on their own device.
- A center-furnished device is supported.
- English and Spanish.
- Reusable text templates, for centers with a texting account.
- Mobile form requests created per client.
- A process step for completed form requests.
- Completed data flows into the client record.
- Signed forms stored against the record.
See intake sent, signed, and filed
Thirty minutes, on sample data, from the form request to the record.
Mobile intake questions
Answered the way we answer them on a demo call.
How does a client get the form?
Three ways: she scans a QR code with her own phone, uses an iPad at your center, or opens a link you text her. Texting needs an account with Text Request or Rectangle Health, and form requests aren't sent by email.
Do they need to download an app or create an account?
No. They open a link on their own device.
What if the client does not have a phone with them?
The center can provide a device.
Are forms available in Spanish?
Yes. English and Spanish are supported.
Can clients sign consent forms electronically?
Yes. The signed form is stored against the client record.
Does the information have to be re-typed into the client record?
No. Staff process the completed request and the data moves into the record.