Online Intake Configuration

For a full walkthrough, please see the following video.

 

 

Through the Online Intake Configuration page you are able to select what fields appear and which are mandatory within your intake form.

 

This page is only available for users who are Provider Admins and can be accessed from Settings->Online Intake Configuration.

 

Making Changes

You are able to update the fields for the 4 parts of the intake form.

• Client Information
• Service Details
• Appointments Details
• Fees

To edit a specific page:

1. Click the gear icon to the right of the page title
   
   
   
   
2. Toggle fields on/off by clicking the toggle to the left of the field name
   
   Enabled
   
   
   
   Disabled
   
   
   Some fields are required by the system and cannot be toggled off
   
   
   
   
3. Mark Mandatory fields by checking the mandatory checkbox
   
   
4. Click Save to save your changes

Intake Pages

Client Information

The Client information page includes the following fields:

Field Name	Toggleable	Notes
First Name	❌	Client's first name *is required to create their profile
Middle Name	✅	Client's middle name
Last Name	❌	Clients last name *is required to create their profile
Preferred Name	✅	The client's preferred name which appears in all notifications and in other client facing places on the platform
Personal Pronoun	✅	The client's personal pronouns which will appear on their profile for reference
Birth Date	✅	The client's date of birth
Email	❌	The client's email address, will be used as their contact email and if client portal is enabled their default username *is required to create their profile
Mobile Number	✅	The client's mobile number, will be used to send all system SMS notifications as well as the multi-factor authentication code to activate their client portal
Home Number	✅	The client's home number, will be added to their profile for reference
Formatted Address	❌	The client's address
Civil Status	✅	The client's civil status, the options are: Single In Relationship Cohabitating Married Separated Divorced Widowed
Employment	✅	The client's employment status, the options are: Full-time Employment Part-Time Employment On Leave Retired Self-Employed Student Unemployed

 

Service Details

The Service Details area allows you to toggle on/off the following information:

Field Name	Toggleable	Notes
Healthcare Service ID	✅	The desired service the client is interested in booking. This list is pulled from your Healthcare Services that have the Enable for Online Booking setting checked
Service Languages	✅	The client's language
Presenting Issue IDs	✅	The client's flagged presenting issues, which will include a text box where they can add additional information
Preferred Provider Gender	✅	The client can indicate if they prefer a male or female provider or if they have no preference

Appointments Details

The Appointment Details area allows you to toggle on/off the following information:

Field Name	Toggleable	Notes
Timezone	❌	The client's timezone, which is used for all times listed in notifications
Availability Selector	✅	When enabled, it allows the client to indicate their time preference to book an appointment
5:00 AM - 12:00 PM	✅	If the availability selector is enabled, toggling this setting will show or hide the 5:00 AM - 12:00 PM time slot
12:00 PM - 5:00 PM	✅	If the availability selector is enabled, toggling this setting will show or hide the 12:00 PM - 5:00 PM time slot
5:00 PM - 9:00 PM	✅	If the availability selector is enabled, toggling this setting will show or hide the 5:00 PM - 9:00 PM time slot
Location Preference	✅	The client's preference between meeting Online, In Person or No Preference

 

Fees

The Fees area allows you to toggle on/off the following information:

Field Name	Toggleable	Notes
Summary	✅	This is a field that you can fill in to cover any pricing related details in: English French Spanish
Fee Type	✅	The client can indicate if they are interested in a Regular Fee structure or a Sliding Scale structure.   If they select Sliding Scale, they will have the ability to include their Gross Family Income range Less than $25,000 Between $25,000 and $49,999 Between $50,000 and $84,999 Over $85,000
Is Client Insured	✅	The client can indicate if they have insurance

 

Publishing your Changes

After saving your changes for each page a banner notification will appear to tell you that there are unpublished changes.

Click publish in the lower right to set them live.