Tag

Intake forms

Every post on the Oplify blog tagged Intake forms.

An open appointment diary with three slots marked by orange tabs, a card payment terminal, a pen and a blank intake form on a clipboard

ClinicsFeatured

Deposits and reminders: how a private practice stops losing hours to no-shows

A patient who books and never arrives costs you the hour and the person who could have had it. A small deposit, a cancellation rule the patient accepts before paying, and reminders that leave time to rebook the slot are how a practice keeps its diary.

October 20, 20266 min read

A blank sheet on a wooden clipboard beside a small orange square, two cotton pads, a glass bottle and a folded white towel on a bone coloured table

Beauty salons

Consultation and patch test forms online, signed before she sits down

The consultation form should travel with the booking, not with the client. Here is how a salon collects it online, where the signed version belongs, and why the patch test deserves its own slot in the diary.

November 9, 20264 min read

An open paper planner ruled into blank columns with an orange tab on one of them, an olive pencil, a rolled white towel and a stone dish on linen

Coaches

Weekly check-ins for 30 clients, without losing your Sunday

A check-in is not a message, it is a form with a schedule and somewhere for the answers to land. Build those three and Sunday turns from eight hours of scrolling into an hour of coaching the four people who need it.

November 7, 20265 min read

A tablet with a dark screen on a bone coloured desk, beside a blank ruled sheet, a black pen and a stack of blank cards held by an orange clip

Clinics

Online patient intake forms: the paperwork done before the visit

A health questionnaire filled in on a clipboard eats the first ten minutes of every appointment. Sent as a link with the booking confirmation, it arrives finished, in the patient record, with the consent stored next to it.

November 2, 20264 min read