Intake is the first impression — make it frictionless
Most new chiropractic patients still walk in 15 minutes early to fill out a clipboard. That clipboard creates two problems: the patient feels like they’re at a DMV, and your front desk is buried in data-entry instead of greeting the next patient.
What the snapshot replaces
- The clipboard
- The “please bring your insurance card 15 minutes early” reminder
- The data-entry that happens after the patient leaves
- The “we don’t have your medical history yet, do you mind filling this out?” awkward moment
What it does instead
When a new patient books, the intake flow fires immediately: health history, current symptoms, prior chiropractic care, insurance card upload (OCR’d into the patient record), consent forms (chiropractic care, communications, HIPAA acknowledgment), pain-scale baseline, and ROM self-report where appropriate. All signed, dated, time-stamped, and saved before the patient steps into the lobby.
Fields the form handles by default
- Patient demographics + emergency contact
- Health history (medications, surgeries, allergies)
- Current symptoms + pain scale + duration
- Prior chiropractic experience
- Insurance card upload (front + back) with OCR pre-fill
- Consent: chiropractic care, communications (TCPA-compliant), HIPAA acknowledgment
- Optional: ROM self-report, lifestyle questionnaire, stress / sleep questions
What it integrates with
- Your EHR (ChiroTouch / ChiroFusion / Genesis / others) via API or Zapier handoff
- Insurance eligibility-check providers (so the patient sees their estimated copay before the visit)
- Your booking calendar (intake completion is required before the visit is confirmed)
HIPAA-aware by default
Patient identifiers stay in the secure portal. SMS reminders never carry PHI — they say “your intake is ready” with a one-tap link, never “your back-pain history is incomplete.” Consent for SMS communications is captured separately from clinical consent.
Setup
Day 1: form deployed inside your booking flow, fields branded to your clinic. Day 2: EHR handoff configured, insurance-eligibility integration tested. Days 3–15: your 10 hours include any clinic-specific intake-question additions (e.g. prenatal screening, sports-injury detail, PI-specific questions).
See it live — we’ll walk through the patient-side experience and show you how it lands in your GHL inbox.