Questions answered in this article:

  • How can my client add themselves to the waitlist?

  • Can I edit the self-intake form seen on the website?

  • How can I send the self-intake form to my client? 

 

View the instructional video(s) on this topic below:

 

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If you want your clients to do the work for you and add themselves to your clinic then this article is for you! This is one of Therabyte's features that can save you the most time. Get off the phone with your client, enable your online intake and send your client the "self-intake" link.



To get started, first thing you need to do is set up the self-intake:


You can access and modify the self-intake form from two locations:


1. Navigate to My Office and scroll down until you find Forms under the Management section.



2. Alternatively, you can access it by clicking the Landing Page section under Clinic Setup.




2. Make sure that the toggle for the self-intake button is turned ON, this will enable the button on the landing page as well as give you the option to edit the intake form, by clicking on the "edit self-intake and consent" button. 


3. Upon clicking the edit self-intake and consent button or the Forms button under Management, you will be directed to a list of forms accessible in your clinic. From there, you have the option to either modify existing forms on the list or create a new self-intake form by selecting "New Form."






4. Clicking on New Form will take you to Therabyte Forms, where you can create your self-intake form. Customize the content, including options like multiple choice, text boxes, drop downs, dates or scale/range. The features available are similar when creating a TB Form. If you need additional guidance on form creation, refer to this article for more information.




5. Be sure to click the Save button when you are done. Also make sure the form is published, live and active so it will be visible in the landing page.




Sending the Self Intake link to your client


6. In order for the client to add themself to your client list via the waitlist, they need to fill out the form. 


7. To access the self-intake link that is unique to our clinic. Click the Forms button.



8. After you click Forms, choose a category and find the self-intake form. In the address bar, copy the URL associated with the intake form (ex: https://demo.therabyte.dev/site/forms/self-intake) and send this link to your client.



10. An Intake Form will appear where client details should be filled out. 



11. You can then review this waitlist entries from the Clients' page under the Waitlists tab.