Steps to set up the intake for your patient
Step 1: Make the first appointment 📅
When making the first appointment, it is essential to indicate that the patient needs to receive the intake. Check this option in the system so that the patient is automatically informed and prepared for the intake procedure.
Step 2: Set Up in the To-Do task ✅
The intake is automatically set up in the to-do task within the patient environment. This means you do not need to take any extra actions. The intake will be visible and accessible to the patient.
Step 3: Let the patient fill out the intake 📝
The patient can fill out the intake via the assigned task in the system. This process is streamlined so that all relevant data is easily collected. Make sure the patient knows how to fill out the information.
Step 4: Access the answers 📊
After the patient has completed the intake, the answers are automatically loaded into the intake cockpit. This provides you as a physiotherapist direct access to the filled-out information, allowing you to be well-prepared for the treatment.
Conclusion 🎉
Setting up an intake for a patient is simple when you follow the right steps. Thanks to the automatic features of the system, you do not need to take extra action to make the intake available.