Workflow guide
Intake workflows
How therapy practices evaluate intake software to reduce back-and-forth and improve completion rates.
Intake is where many practices lose time.
This page focuses on building a minimal, repeatable intake process.
Collect minimum information
Start with only what you need to schedule and begin care.
E-signatures
Verify how signatures are captured and exported.
Automation
Use automation sparingly.
Integrations
Confirm how data maps into EHR or billing systems.
Client experience
Test the intake flow on your phone.
Decision rule
Optimize for completion rate.
FAQ
What forms are required?
Collect only essentials.
How do I reduce incomplete forms?
Use fewer required fields.
Inside EHR or separate?
Verify exports.
What to verify before switching?
Test signing.