Big Intake Form updates are coming! 📋

May 21, 2019 by Ryan Barichello

 
Soon we'll be releasing some improvements to how intake forms are handled.  We wanted to give you a heads up so you knew what to expect.  

Multiple Intake Form Templates
You will be able to create various types of Intake Form templates.  For example, you will be able to separate the Chiropractic Intake Form from the Massage or Physiotherapy intake forms.  Create as many templates as you like! 😁

 
Multiple Intake Forms per Patient
Gone will be the days of updating the patient's ongoing intake form details onto SOAP notes.  You will still be able to do this, but you will also be able to add as many intake forms to a patient as you like.

A few other improvements are coming as well, including:
  • SOAP notes will no longer be dependent on a completed intake form.
  • You will have the option of sending any type of intake form when booking an appointment or adding a patient.
  • You will be able to attach "Agreement Forms" (currently referred to as Form Templates) to any of your Intake Form Templates.
Oh, and the best part, there is no action required on your part.  We will generate 1 Intake Form Template for your clinic which will resemble your current Intake Form.  You'll have the option to create more from there.

Stay tuned, we'll send another email with a demo on how to use the new intake forms later this week.  Don't worry, it's super simple!

Thank you,
Your SOAP Vault Team

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