What Clients See When Completing Intake Forms

QuickerNotes automatically generates intake forms based on your form templates and send rules. When a form is created, the client receives an email with a secure link to complete it online.

How to Preview What Clients See

You can view the exact version of the intake form your client will see:

1. Open the client’s profile.

2. Go to the Forms tab.

3. At the top of the page, click Open Client Forms.

4. Choose whether to:

   • Stay logged in, or

   • Log out to view the full client-facing version

5. You’ll be taken directly to the client’s pending form(s).

This is the best way to verify client experience before an appointment.

What Clients Receive

Clients receive:

• An automated intake form email (based on your Send Rules)

• A secure link to their pending form

• Your clinic’s name

• The reply-to email you configured

• Your customized email messaging
  
  
  

Client Experience Overview

Clients will see:

• A mobile-friendly intake form

• Required questions clearly marked

• Policy acknowledgement and/or signatures when configured

• Ability to switch languages at the top of the page

Once submitted, the form appears instantly in the client’s profile in QuickerNotes.