Client intake

👋 assigning intake templates to clients intake templates are form templates designed to streamline the client onboarding process these templates help you gather essential information, outline practice policies, and ensure client consent for various procedures, such as minor consent forms or software service agreements your eggmed account includes ready to use templates, which you can customize to fit your practice's specific needs 1\ assigning intake templates to a new client when adding a new client, you can assign intake documents directly from the add client slidout toggle on send intake documents a list of templates will appear, tick or untick the templates you want to send to add more templates, click the + add a document button, to assign the template you just created, type the template title in the search bar, and select it note the list of available intake documents is customizable for more information, see the autosend intake documents section ot this article 2\ assign intake templates to an existing client option 1 from the client profile go to the client profile navigate to the activities tab and click + assign activity button choose form from the dropdown, and a slidout modal will appear under the intake tab, click assign to select and send the template you can also set a frequency for recurring assignments option 2 from the settings page go to settings > configuration > templates > intake tab click the action menu (three dots on the right) of your selected template, then choose assign to client in the pop up, choose one or more clients to assign the template to, or assign it to all clients you can also set a frequency for recurring assignments 3 creating an intake template option 1 creating an intake template from the settings page go to settings > configuration > templates > intake tab and click the button + add complete the template fields under save this template as , select intake , then click save the template will be categorized under intake templates option 2 creating an intake template from the client profile go to the client profile navigate to activity and click assign activities choose form from the dropdown to open the slidout modal under the intake tab, click create new form button to design your template directly 4 managing autosend intake documents autosend intake documents are automatically displayed and ticked in the send intake documents section when adding a new client you can customize this list by navigating to settings > configuration > templates > intake tab turn on the auto send toggle for the intake template you want to use to disable auto send, click the toggle again to turn it off note only intake documents can be set to autosend by leveraging intake templates in eggmed, you can simplify the onboarding process and ensure your practice remains organized and compliant whether assigning templates, customizing autosend options, or creating new forms, these tools help you focus more on delivering quality care to your clients