Increase efficiency by collecting important information before a meeting / appointment
Read about creating intake forms
What are intake forms?
We’ve all been there, sitting in the doctor’s office waiting for our appointment, and being asked to fill in a form before going in. This type of form is called an Intake form.
Intake forms, also known as Client Intake Forms, are a way to get your client/patient to fill in some information prior to their appointment in the business or clinic. It may include personal details, residential details, insurance details, payment details, medical history etc.
This form makes your business processes more efficient since it collects information that is needed for the actual appointment or meeting, and does so beforehand. It saves the Doctor or the other professional from spending time collecting this data themselves during the appointment.
Online intake forms
Today, many companies and businesses are moving their hard copy forms online which reduces manual work, saves money and time. If we look at Intake forms, which are in any case used to improve efficiency, we find that moving them online makes them even more effective. And why is that? Because:
- we save money on paper and printing,
- the secretary saves time, not having to ‘run’ after clients making sure they fill in the forms.
- No one needs to file the papers, or manually look for them afterwards.
- Saves you the time of manually typing the content in to your digital systems. It’s all stored digitally from the get go.
- The content entered is more reliable, easier to read, contains less mistakes.
Intake forms with FormTitan
With FormTitan you can create any type of form, including intake forms.
By drag and drop you can easily create a form that collects the client information. The data you collect in the form is stored on our server by default, however you can change that.
In addition you can integrate your form with your Salesforce CRM to make sure your data is always synced.
