Form Spotlight: The Client Intake Form
Transform your intake process with the GoFormz Intake Form
Mobile intake forms are a modern and convenient alternative to traditional paper forms. These digital forms can instantly gather information from clients, patients, and customers using any mobile device. They can be used for many purposes, like scheduling appointments, collecting personal information, and providing consent for services.
But sadly, not all digital forms are made equal. Most require coding experience, talking for hours with support, and starting from scratch. And that’s where we come in. We at GoFormz have decided to make things a little easier.
With GoFormz, you can download our free Client Intake Form to start gathering information in minutes! Keep reading to learn about our digital Intake Form and how it can transform your manual processes.
The Client Intake Form Key Features:
Text Fields: These fields replace handwritten answers with easy-to-read text
Checkbox: Clients can quickly and easily check their answer instead of typing it out
Dropdown Referral Field: Clients can select a referral option from a prefilled list, like “Email”, “Word of Mouth”, etc.
eSignature Field: Gather legally binding electronic signatures in your intake forms
Date Field: The date will automatically fill with the day it’s created
4 Reasons to Go Digital with the GoFormz Intake Form
1. Available Anywhere, at Any Time
The GoFormz Intake Form will save you time and increase efficiency. Instead of manually filling out paper forms, mobile intake forms can be completed quickly and easily on any device – like smartphones, tablets, and computers! This means that clients can complete their forms at their own convenience, without waiting in line or making an appointment. Additionally, online forms can be automatically sent to the appropriate department or person, reducing delays and manual handoffs.
2. Reduce Common Errors
Our Intake Form also reduces the risk of error and improves accuracy. Client information can be automatically checked for errors and inconsistencies. The pre-populated Date field ensures your team records the correct date of completion every time. Additionally, required fields like the eSignature field makes sure your client signs the document before submitting their form.
3. Improve Form Security
Another benefit of the Intake Form is that it’s more secure than paper forms! GoFormz encrypts all data passing to and from the data center. Plus, customizable user permissions mean that only authorized individuals can access information. GoFormz can also provide an audit trail that can be used to track who has accessed and made changes to your forms. This is especially important for an electronic signature form with personal data and client information.
4. Boost Collaboration
The Intake Form also offers improved data tracking and analysis capabilities. Digital forms can be integrated with other systems and databases, allowing for easy data tracking. This can be useful for monitoring patient progress, tracking customer preferences, and identifying trends and patterns. These forms can also be used to generate reports and statistics, helping your team make informed business decisions.
Try the Client Intake Form for Free
The GoFormz Intake Form offers many benefits over traditional paper forms. It can save time, increase efficiency, keep information secure, reduce the risk of errors, and much more. With the fast-paced world we live in, it's important to keep up with the latest technology and our job is to help you do just that. Get started with GoFormz today to streamline your intake process and improve your customer experience!
