What a good physio intake form covers
- Contact details, date of birth and emergency contact.
- Medicare, health fund, WorkCover or NDIS details if they will claim.
- How they heard about you and who referred them.
- The problem: where, since when, what makes it better or worse.
- History, medications, allergies and red flags.
- Consent to assessment and treatment, and to how you handle their information.
Build your own
The form builder works one section at a time, in the order the patient walks through it. Each question is a card showing what the patient sees. Drag questions into order and preview the whole form before you use it. Make a new patient form, a sports injury form, a dry needling consent, a WorkCover form.
Send it, or print it
Send the form as a link with the booking confirmation, or print it for patients who prefer paper. A patient who books on your online booking page can have it that evening. The answers are saved to the patient's record, ready for the practitioner before the first visit. See treatment notes.
Questionnaire-style outcome measures can be sent the same way and are scored automatically.
Consent and privacy
A dated consent on file protects the patient and the clinic, and the Australian Privacy Principles expect you to tell patients how their information is handled. See patient privacy and security.
The patient portal
Each patient can sign in to a portal to see their upcoming appointments and their invoices. It saves reception from "what time is my next one?" and "can you resend that invoice?"
Frequently asked questions
Can patients fill in intake forms online?
Yes. Send a form link from Clinidiary; the answers are saved to the patient's file.
Can I build my own consent forms?
Yes. The form builder makes any form you need, with a preview before you send it.
What can patients see in the portal?
Their upcoming appointments and their invoices.