About your intake form

Before your visit, your clinic may send you a short link to fill out an intake form. It's a simple, secure way to share some background with your care team ahead of time, so they're ready for you the moment you walk in — no account or sign-in needed, just the link you were sent.

What you'll learn
  • What kinds of questions you might see on the form
  • How your answers are saved as you go
  • What happens when you submit
Patient intake form with multiple question types
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 you might see on the form

Every clinic's form is a little different, but you'll generally see a mix of the following question types.

  • Short answer — a simple text box for brief responses.
  • Multiple choice — pick one option from a list.
  • Checkboxes — pick one or more options that apply to you.
  • Dates — for things like your date of birth or when symptoms started.
  • File uploads — if your clinic asks you to attach something, like a photo or a document.
  • A signature box — draw or type your signature where needed.
  • A body diagram — sometimes used so you (or your clinic) can mark specific areas, like where you're feeling pain.
Intake form body diagram question
A body diagram question on the intake form, showing an outline figure with a marked point indicating where the patient is experiencing symptoms.

Filling it out at your own pace

As you answer each question, your progress is saved along the way — so if you need to step away and come back, you generally won't lose what you've already entered. Take your time, and answer as best you can. If a question doesn't apply to you, you can usually move past it.

Submitting your form

1

Review your answers

Look over what you've entered before submitting.

2

Submit the form

Once you're happy with your answers, submit the form. Your information is sent securely to the clinic ahead of your appointment, so your care team has what they need to be prepared to see you.

That's it Once submitted, there's nothing more you need to do — just show up for your appointment as scheduled.

Common questions

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