Formulaires d'admission qui économisent 15 minutes par patient
Concevez des formulaires de première visite (anamnèse, antécédents, consentement) qui arrivent signés avant l'arrivée du client.
Commencer le guideFormulaires d'admission qui économisent 15 minutes par patient Ce guide pas à pas couvre tout ce dont vous avez besoin, des prérequis aux conseils de pro, pour que vous puissiez terminer le processus en 30 minutes ou moins. Parcourir tous les guides pratiques.
Ce Dont Vous Avez Besoin Avant Créer des formulaires de pré-consultation
Assurez-vous d’avoir les éléments suivants prêts :
- A list of required information fields
- Any consent or policy language drafted
Comment Créer des formulaires de pré-consultation
6 steps · 30 minutes
Identify required information
List every field you need: contact info, medical/service history, consent agreements, insurance details, or preferences.
Build the form in the form builder
Use the drag-and-drop form builder to add text fields, dropdowns, checkboxes, date pickers, file uploads, and signature fields.
Keep forms under 15 fields. Every extra field drops completion rates.
Add conditional logic
Show or hide fields based on previous answers. For example, show an allergy details field only if the client checks 'Yes' for allergies.
Attach forms to appointment types
Link specific forms to specific services so the right form is sent automatically when that service is booked.
Set when forms are sent
Choose whether forms are shown during booking, sent immediately after, or sent 24 hours before the appointment.
Test the form experience
Complete the form as a client on mobile and desktop. Ensure all fields save correctly and the data appears in the appointment record.
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When this isn't for you
This is not for you if you've already implemented the workflow. The walkthrough is for first-time setup. Skip if your team already has a working process.