Intake Flows
Bundle forms, agreements, and policies into an Intake Flow that's automatically sent to a client the moment they're added to Healthie or moved into a Client Group. Clients must complete or skip every form before getting full account access. Set up multiple flows tied to different groups so different client populations get different onboarding paperwork.
Built by Core Engineering
The problem it solves
Manually sending onboarding paperwork to every new client, and making sure it matches their specific population or service line, doesn't scale and is easy to get inconsistent. Intake Flows solves this by automatically bundling and delivering the right forms the moment a client is added or grouped, with no per-client manual step required.
What's included
- Bundled forms and agreements delivered automatically on client add or group assignment
- Drag-and-drop form ordering within a flow, previewable from the client's perspective
- Required completion or skip before a client gets full account access
- Support for multiple flows, each tied to one or more Client Groups, plus a default flow for unassigned groups
- Resend option for clients who haven't completed their assigned flow, and support for attaching a reference document alongside the forms
How it works
A provider builds an Intake Flow from Forms > Intake Flows, adding forms via Add > Add Form to Intake Flow and reordering them via drag-and-drop; Preview shows the flow as a client would see it. Each Intake Flow can be assigned to one or more Client Groups when the group is created; if a group has no assigned flow, clients in it receive the default Intake Flow instead. Once a client is added to Healthie, or their group changes, their assigned Intake Flow's forms are automatically requested, and the client is prompted to complete or skip each one before gaining full account access. Adding a new form to a flow that's already been shared will prompt currently-enrolled clients to complete it on next login, though clients who already completed the flow won't be notified by email of the addition; a provider can manually resend the flow to prompt them. Providers receive an email or in-app notification when a client starts or completes their Intake Flow, and can review responses from the client's profile.
Intake Flows bundle forms, e-sign agreements, and policies into a single package that's automatically delivered to a client the moment they're added to Healthie or assigned to a Client Group. It's built for practices that want a consistent, hands-off onboarding paperwork process instead of manually sending each form. A client must complete or skip every form in their assigned flow before gaining full access to their account, such as viewing documents or packages. Practices can build multiple Intake Flows and tie each to specific Client Groups, so different populations, like adult versus pediatric clients, receive different onboarding paperwork automatically; a group with no assigned flow receives the default Intake Flow instead.