Streamline your client intake process on Sofia Health by adding your intake forms to both new and existing services. Here’s how to easily integrate your forms and ensure that all required details are automatically sent to clients upon booking.
Adding Intake Forms to New Services:
- Sign in to sofiahealth.com.
- Tap “Manage Services” in the middle of your page.
- Select “Add Service”.
- In Section 4: Additional Info, locate the field “Service Requirements” and add the link to your intake form. You can use a link from your EHR or a Google Form.
- Once you’ve entered your information, click “Publish Service” to apply the changes.
Adding Intake Forms to Existing Services:
- Sign in to sofiahealth.com.
- Tap “Manage Services” in the middle of your page.
- Select the service you want to add your intake form and click on “Edit”.
- In Section 4: Additional Info, locate the field “Service Requirements” and add the link to your intake form. You can use a link from your EHR or a Google Form.
- Once you’ve entered your information, click “Publish Service” to apply the changes.
