Intake templates

Understanding intake templates

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.

Assigning intake templates to clients

1. Assigning intake templates a new client

When adding a new client, you can assign intake documents directly from the add client slidout:

1. Toggle on Send intake documents.
2. A list of templates will appear—tick or untick the templates you want to send.
3. To add more templates, click the + Add a document button, 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

1. Go to the client profile.
2. Navigate to the activities tab and click assign activities.
3. Choose Form from the dropdown, and a slidout modal will appear.
4. Under the intake tab, click Assign to select and send the template. You can also set its frequency.

Option 2: From the settings page

1. Go to settings > templates > intake templates.
2. Click the ... button next to a template and select Assign to client.
3. 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.

Creating an intake template

Option 1: Creating an intake template from the settings page

1. Go to settings > templates and click + add.
2. Complete the template fields. For detailed instructions, refer to this template creation article.
3. 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

1. Go to the client profile.
2. Navigate to activities and click assign activities.
3. Choose Form from the dropdown to open the slidout modal.
4. Under the intake tab, click create new form to design your template directly.

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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:

1. Navigating to settings > templates > intake tab.
2. Clicking the (...) button next to a document.
3. Selecting Mark as autosend. An autosend badge will appear next to the document name.
4. To remove a document from autosend, click (...) again and select Remove from autosend.

Note: Only intake documents can be set to autosend.

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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.

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