Filling Out Your Intake Form

Why your clinic sent you this link

Before your visit, your clinic may send you a short link to fill out an intake form. It can look a little formal at first glance, but it's really just a simple, secure way to share some background with your care team ahead of time — so they already know a bit about you and why you're coming in, and can spend your actual appointment time on you rather than on paperwork.

There's nothing to set up beforehand. No account, no password, no app — just open the link you were sent, and you're straight into the form.

The public intake form open in a browser, showing a mix of short-answer, multiple-choice, and date questions with a progress indicator at the top.

What kinds of questions you might see

Every clinic builds its own form, so the exact questions will vary depending on why you're being seen. But most forms draw from the same handful of question types, so once you've seen one, the rest feel familiar.

• <strong>Short answer</strong> — a simple text box for brief responses, like your reason for visiting.
• <strong>Multiple choice</strong> — pick one option from a list.
• <strong>Checkboxes</strong> — pick one or more options that apply to you, such as symptoms you're experiencing.
• <strong>Dates</strong> — for things like your date of birth or when a symptom started.
• <strong>File uploads</strong> — if your clinic asks you to attach something, like a photo or a document you already have.
• <strong>A signature box</strong> — draw or type your signature where one is needed, most often for a consent question.
• <strong>A body diagram</strong> — an outline figure you can tap or click on to mark exactly where you're feeling something, like pain, so your care team can see it visually rather than guess from a description.

None of these require anything special on your end — they all work the same way you'd expect from filling out any form on your phone or computer.

A body diagram question on the intake form, showing an outline figure with a marked point indicating where the patient is experiencing symptoms.

Take your time — nothing gets lost

As you answer each question, your progress is saved along the way. That means if life interrupts you partway through — the phone rings, you need to go find a date on your calendar, anything at all — you can step away and come back to the same link later without losing what you've already entered.

Answer as best you honestly can, and don't stress over getting every word perfect — your care team just needs an accurate picture, not a polished one. If a question genuinely doesn't apply to you, you can usually move past it and continue on.

Submitting your form

Common questions