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ALL-IN-ONE PRACTICE MANAGEMENT SOFTWARE FOR CLINICS AND MEDICAL SPAS
Collect all the information you need from clients before their appointments with digital intake, consent, and medical forms
Use Pabau’s digital forms to:
Automate the process of sending out forms, and go fully paper-free!
Collect medical history upfront to identify potential risks, allergies, and qualify clients for treatment
Enhance the client experience by enabling clients to complete digital forms at home, at their convenience
Save time and create more bookable appointment time in your diary
My appointments are shorter because the forms have already been filled out before the patient arrives.
Secret Enhancements
In Pabau, you’ll find client interest forms, consent forms, consultation forms, medical questionnaire forms, and more.
Use different intake forms at each stage of the patient journey – from the first inquiry to assess suitability, to during a consultation to align on treatment goals.
Forget all about printing, scanning, and uploading paper forms – time to clear out the front desk!
Send forms to clients in advance for them to complete at their convenience so that when they arrive, there’s no faffing around. Clients can head straight into their appointments.Â
It’s better for business and the environment!
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Each client is unique, and not all treatments are a good fit for everyone. While you know this, clients often don’t.
Pabau medical questionnaires make it easy to assess treatment suitability by including fields for medical history, allergies, medical conditions, and treatment goals.Â
You can also use this intel to create personalized treatment plans.
Generic intake forms = generic customer communications and experience.Â
In Pabau, you can link each booked service to an intake form with specific questions needed for that treatment – so that you collect the right information for specific treatment.
This allows you to deliver a personalized customer experience, from the very start.
Pabau’s digital intake forms automatically pull information into the client’s electronic medical record, making it easy for staff to access and review important information during each visit.Â
Not only does this save your team from manually uploading forms, it also means you always have up-to-date medical records.
Want to operate more efficiently?
Sending forms in advance means that your appointment slots can be shorter – because you don’t have to block out time for the paperwork to be completed on the day.Â
This means you can save time and run more efficiently – you can actually have more bookable appointment time in your calendar!
Signed intake and consent forms provide a documented record that a client has consented to treatments and services.
Having this on file demonstrates that clients have been informed of the procedures, risks, and pre and postcare guidelines, which helps to protect the practice in the case of complaints or compliance-related issues.
With Pabau’s form builder, you can easily create tailored forms from scratch. Simply add the fields you need with our simple drag-and-drop tool.
And if you’d prefer not to start from scratch, explore our template library, which has over 40 options to choose from — including medical histories, intake forms, and questionnaires — to help you get started quickly.
First, our forms are built into the system—they’re not an upgrade or add-on feature that requires an additional fee. Second, there’s a large template library to choose from.Â
Third, when clients input their information into a form, the fields are automatically pulled into the client record. You don’t have to manually import that information yourself. It’s a great time saver and means that you always have up-to-date patient information in the client records.
Yes, you can easily customize client intake forms in Pabau. Tailor them to fit your business needs using the intuitive system builder, ensuring they align perfectly with your practice’s requirements.
With Pabau, you can automate the sending of intake forms as soon as an appointment is booked. Simply choose which services trigger the email, and you’ll be notified once a patient completes the form. All this will be stored in their client cards.
No problem. We also have a built-in patient journey on the Pabau Go iOS app, which is specifically for this purpose. Hand it to the client when they arrive (on your practice iPad or iPhone) so they can review their medical information and sign the consent form.Â
Next, your team can take before photos. It’s basically a step-by-step guide to ensure you never forget to get your consent forms side or to take before photos again!
Over 40 form templates are currently available that you can customize to fit your needs. These include questionnaires, medical history forms, intake forms, and more — all easily adjustable using Pabau’s drag-and-drop builder.
Good news — they’re included in the monthly subscription fee! You won’t pay extra for access to intake forms, or any other forms for that matter. Once your account is set up, you’re free to start building your own forms or choose from our template library at no additional cost.
Good news – our team can take care of that for you.
If you sign up for one of our data implementation packages during onboarding, Pabau’s dedicated data migration team will import your existing forms into the system, along with your other onboarding requirements (images, client records, services, etc).Â
We’re here to help you go paper-free, so whether your forms are digital or on paper, we’ll take care of digitizing them for you.
The client card in Pabau gives you instant access to a client’s complete treatment history, including past appointments, treatment notes, allergies, and more. Designed to be intuitive and easy to navigate, Pabau puts all essential information at your fingertips—no more time wasted manually searching through records.
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