Intake Form Settings

Open ACU allows you to create multiple intake policies and questionnaires. You’ll designate which forms automatically get sent to new patients, and which are sent manually.

Pro tip: If you offer multiple services, we recommend designating a standard questionnaire and set of policies to be automatically sent to all new patients, then manually sending service-specific questionnaires, based on which service(s) the patient will be receiving.

You’ll setup your intake forms from the Intake Settings page. There are three sections to complete when setting up your forms: 

  1. Sending Intakes to New Patients 
  2. Intake Policies
  3. Intake Questionnaires

Sending Intakes to New Patients

Check the “Send Intake” box if you want to automatically send an intake form to a new patient when they create an account. You’ll also enter verbiage for the text of the email that will be sent with the intake. Be sure to click Save Intake Preferences when you’re finished. 

Sending intakes settings.png

If you leave the box unchecked, you can manually send an intake form from the Patient Profile page.

Intake Policies

In the Intake Policies section, you’ll enter any information you want the patient to read and agree to before they complete their intake form. This can include financial policies, informed consent, privacy practices, etc.

You can create as many Intake Policies as you like. This section will display a list of your current policies, and is where you can add, edit or delete policies. 

Intake policies section.png

Adding an Intake Policy

To add a new Intake Policy, click the Add Policy button. Enter your title, text, and check the Send This Intake to New Patients box if you want this policy to automatically be sent to new patients (if you leave the box unchecked, you can still manually send a policy form from the Patient Profile page). Be sure to click Save Terms when finished.

Add intake terms.png

Editing or Deleting an Intake Policy

To edit an existing Intake Policy, click the policy title on your list of policies. You will then be able to edit your policy’s title and terms, and whether or not this policy will automatically be sent to new patients. You can also delete a policy but clicking on the title. Be sure to click Save Terms when finished. 

Intake Questionnaires

In the Intake Questionnaires section, you’ll create your questionnaire forms for health history, review of symptoms, and any other information you want to gather for a patient’s first appointment. 

You can create as many Intake Questionnaires as you like. This section will display a list of your current questionnaires, and is where you can add, edit or delete policies. 

Questionnaires with a link icon will automatically be sent to new patients (if this feature is set up). Questionnaires with a crossed-out circle icon will NOT automatically be sent to new patients, and can be sent manually from the Patient Profile page.

Intake questionnaires.png

Adding a Questionnaire

To add a new Questionnaire, click the Add Questionnaire button. Enter your title, description / instructions, and check the Send This Intake to New Patients box if you want this policy to automatically be sent to new patients (if you leave the box unchecked, you can still manually send a policy form from the Patient Profile page). Be sure to click Add Questionnaire when finished.

Add questionnaire.png

Once you’ve created a questionnaire, you can add individual questions and groups.

Editing or Deleting a Questionnaire

To edit or delete a questionnaire, click the pencil icon next to the name of the questionnaire. To edit, enter your changes and click Save Questionnaire Details. To delete, click Delete This Questionnaire.

Edit or delete questionnaire.png

Once you have created your questionnaire(s), you can add, edit and delete groups and individual questions for each questionnaire.

 


Revision #5
Created Wed, Aug 12, 2020 7:44 PM by Alexa Hulsey
Updated Tue, Dec 12, 2023 6:09 PM by Alexa Hulsey