New patient onboarding
So you've set up your practice, and you've identified your ideal clients and how to screen them. Now, you're ready to intake new patients—which doesn't have to be a complicated process.
Osmind Intake helps you collect patient information in an easy, structured way and import it into in your patient’s chart.
When you add a patient, it’s easy to select the sections of the intake form you want to include.
Automatically send intake forms when you create a new patient. You can see forms you’ve sent or resend in the 'Documents' tab of the patient chart.
In the clinic, show the QR code to your patient to scan, or scan the code to your clinic’s mobile device on the patient's behalf.
Once the patient opens the form, they are guided through required sections to submit their information.
Once a patient completes a form, you will see a notification within the chart:
Or, you can filter your patient list to show newly completed forms:
Clicking 'Review and Import' brings up a pop-up with the patient's answers. Clicking 'Import' pulls the information into the profile, while 'Mark as Reviewed' allows for importing at a later date:
Want to learn more about intake and Osmind? Click here to book a demo with a product specialist today.
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