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Front desk / Intake forms

The clipboard, filled in at home and scored before the patient arrives.

Forms go out by text, are completed on the patient’s phone, and come back scored. Published screening instruments score themselves by fixed rules, and a result that needs attention is flagged to the practice straight away.

The intake forms page: a PHQ-9 flagged for review at the top, a panel for sending a form by text, and this week’s counts — 23 sent, 18 completed, 4 waiting, 1 needing review.
Questionnaires go out by text and come back scored; anything flagged waits at the top until reviewed. Shown with sample data.

What it does

Intake forms, in practice

Published instruments, scored properly

PHQ-9 and GAD-7 are built in with their published wording, answer scale and severity bands. A practice’s own questionnaire is never given a score.

Sent by text

To the number on the record, or any mobile for somebody not yet registered. The text says only “please fill in your form” — never the form’s name. Links expire after 14 days.

Flagged when it matters

A PHQ-9 is flagged when question 9 is answered above zero, whatever the total, and either questionnaire in its severe range. An incomplete one gets no total.

Reviewed, on the record

Flagged results stay at the top, and on the Today page, until somebody marks them reviewed — which is audited.

In the patient app too

Forms still to fill in appear in the patient’s app.

How it works

From the first step to the last

  1. 1

    Send

    Pick the form and the patient; the link goes by text.

  2. 2

    They fill it in

    On their phone, before the visit.

  3. 3

    It comes back scored

    Flagged results wait at the top until reviewed.

What it needs

Before you switch it on

Every module switches on and off by itself, per clinic, with its own screens, permissions and audit trail.

Worth knowing

Only published instruments are scored, by fixed rules in the code; a practice’s own forms collect answers without a score.

See Intake forms working on a real system.

The demo runs every module against an unmodified OpenEMR, with invented patients. Nothing to install and no sales call.