Counsellors, physios, dietitians, and cash-pay specialists need a client intake that does not look like a hospital registration packet. Use branded HTML for the ‘work with me’ page and route answers to a practice inbox.
Add the practice domain in MyFormConnect.
After copy, rename ‘Reason for visit’ to ‘What you want from our work together’ if that fits.
Keep it one scroll from the calendar widget.
Read the dashboard row the morning of the first appointment.
Client intake sits between a contact form and a clinical history. It records who hired you, what outcome they want, and constraints such as prior injuries or medications they volunteer. US solo practices may still be HIPAA covered if they bill or transmit health information; UK private practitioners remain under UK GDPR even when they never touch the NHS.
Searchers looking for a client intake form are usually allied-health or coaching businesses, not acute hospitals. Keep the tone professional and the field list short so a new client can finish it on a phone the evening they book.
A first client form should make the opening appointment safer, not duplicate a 12-page history packet.
Never ask for Social Security, National Insurance, or scanned passports on this page. If you later need identity for insurance superbills, collect it through a secure billing workflow.
Private practices bounce between Calendly notes, Google Forms, and paper in the treatment room.
Place the form after pricing so the client has already decided to enquire.
Calendly and Acuity collect crumbs; they rarely give you a clean export for supervision notes.
Fine internally, weak on a.co.uk or.com brand and awkward for HIPAA conversations in the US.
Jane, Cliniko, and Practice Better own the chart. Use this HTML only for the public first touch.
Many UK and US practitioners run a Carrd or Astro site. stop asking clients to WhatsApp their history.
Turn on email alerts to a practice address, not a personal Hotmail. Document retention in your privacy notice for both US state laws and UK GDPR.
No. History forms go deeper on diagnoses and surgeries. Client intake is goals plus safety notes for a first booking.
Yes. Change labels in the HTML. Still avoid collecting health data you are not trained or insured to hold.
US practices that meet the HIPAA covered-entity definition should review vendor contracts. Coaches who never handle PHI may not; that is a legal question, not a form setting.
your form backend filters automated posts. You will still get tire-kickers; that is cheaper than a missed genuine client in email.
A first-visit questionnaire for clinics that need structured contact, visit reason, and allergy notes.
Welcome packet fields for first appointments at GP-style and specialist offices.
Structured past history, medications, and allergies before a clinician visit.