195: Improving Your Intake Forms

Over time, we end up accumulating random questionnaires, surveys, and evaluations to include as part of our new patient intake process. And while each one provides another perspective on what might be going on, this isn’t the best experience for your patient who is already overwhelmed and in need of your help.

Having to think through and complete each intake form may feel ‘comprehensive’ to you but to the patient, it’s overkill. Not to mention the time it takes for you to review all of them and try to make sense of the information before seeing your patient for the first time.

Working on your intake forms might not be the most appealing thing to do – but trust me, when they include the right kind of questions, it makes your job so much easier and lets your patient’s know that you are serious about getting to the root of their issue. And that’s exactly what we’re going to talk about in this podcast.

From demographic information to medical history, lifestyle habits, and beyond, I’ll explain how to design an intake form that provides a comprehensive overview of your patients’ health and sets the stage for personalized care.

So pull up a chair, grab a pen and paper, and let’s give your intake forms a makeover!


In this episode you’ll hear:

👉 Why having fewer forms is a better option for your patients.

👉 How to streamline and optimize your new patient intake process.

👉 Key questions and sections to include in your intake form to get the best information possible.

👉 Practical tips for incorporating your new forms into your new patient flow.



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Ronda Nelson Smiling

Hi, I’m Ronda Nelson and I help wellness practitioners grow thriving, profitable practices that allow them to work with ease, live a life they love and make an income they can be proud of.

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