Digital Patient Intake | Intake FAQ

Intake Frequently Asked Questions

What is patient intake?

Patient intake allows you to fill out the required paperwork for your visit online, rather than in the waiting room of your clinic. Sections include your personal information, medical history, insurance information, and details on your current pain or injury. Intake is sent through email or text message in advance of your first visit. You can complete the form on a computer, phone, or tablet. This reduces your wait time in the clinic and ensures your therapist has all the relevant information they need to start your treatment.

Why do I need to complete these questions?

These are the same questions that are typically required in the clinic, but this way you are able to complete them at your own pace instead of our waiting room. We hope this makes your experience more relaxed, and on our end, it means we can reduce paper and learn more about you, sooner. The information you provide in advance helps our therapists diagnose and design care plans specific to your needs.

Is my information secure?

Yes. Patient intake uses the strongest level of end-to-end encryption (SSL) that ensures HIPAA requirements around Protected Health Information (PHI) are being met. Your data is encrypted (AES-512 or better) and securely stored.

Will I have to fill out more forms in the clinic?

There may be additional forms to complete in-clinic depending on your injury, treatment type, and any additional policies that your treating clinic observes.

Where can I find my Digital Patient Intake Access code?

Your clinic is equipped to provide you with this link and the corresponding access code in person or over the phone.

• Your Access code will automatically populate in the form when you click the link in the email or text message you recieved from the clinic.
• You may also scan the unique QR code in the clinic.
• The only time you need to manually type in your access code is if you type the intake URL directly into your device’s browser.

I received a “verification failed” message. What should I do?

This occurs if your Intake Access Code or Date of Birth is invalid.
Discover more more about accessing your intake form, and what to do if you continue to receive this error.

I made an error on my form, how do I correct it?

If you have not completed your form you can use the Back button at the bottom of the page to move backward until you reach the information you’d like to edit.

If you are reviewing your completed PDF and realize you’ve made a mistake, use the Back button at the bottom of the page, and then use the Next button to skip ahead to the end of the form once your edits are complete.

What's my patient identification card?

Some organizations may only request a health insurance card, others may ask for a personal identification card, or both.
Discover more about uploading ID card images.

I am missing information and cannot complete the Intake Form, can I save and finish later?

Yes. The form remembers where you left off if you need to come back and complete it later. So, if you are missing or do not have the information necessary to complete the form, you can finish the form later. Discover more about the Digital Intake Form.

How do I reach the clinic or my therapist?

The Digital Patient Intake form does not offer a messaging process. It only facilitates gathering information the clinic needs before your visit. If you have questions, cannot complete the form, or need to cancel your appointment, please contact your clinic or therapist directly.