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Bodywork Buddy Blog

Bodywork Buddy: business management software for the solo therapist that keeps you organized and makes tax time a breeze.

Saturday, November 28, 2015

*NEW FEATURE* Online Client Intake Forms

Start 2016 out right with a paperless practice!

We've recently launched the new feature of online client intake forms in Bodywork Buddy. You can now email clients their form to fill out securely online and already have it attached within their client file in BWB.

There is a default form you can use, but you can also edit and create your own custom forms from within your account. (dashboard > clients > client intake forms > edit.)

Add, delete, or edit any fields you want and click save. Hover or click over the blue "actions" button to open a preview of what your client will see.

Clients can fill out their form (securely!) from any device with an internet connection: desktop, laptop, tablet, or smartphone. Their info will then be connected with their client file in your BWB account under the medical history tab, and also at dashboard > clients > intake form > main.

When a new client is scheduled with you, you'll have the option to send them an intake form. You can also send an intake form to existing clients anytime from within the client's file > actions > send client intake form.

This feature is still in Beta which means we're doing some fine-tuning and there will be more cool aspects to this feature to come.

We would love to hear what you think!

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