Set up your online intake forms

Give clients and referring clinics a web page where they can tell you a patient is on the way. What they send lands on your On the Way board automatically. Clinic admins set this up.

Open Clinic Settings from your account menu, choose On the Way, then open the Intake forms tab.

There are two forms

• Client form: for pet owners heading in. Share it by text or put it on your website.
• Referring clinic form: for partner clinics sending you a patient.

Both forms let people upload records or imaging, up to 10 files of 25MB each. When both are turned on, each form links to the other in case someone opens the wrong one.

Turn a form on and share it

1. On the form you want, turn on Accept submissions.
2. Add Intro text to greet people at the top of the form.
3. Use the Info box for things people should know first, like fees or "this is not an appointment".
4. Fill in Clinic hours. They show at the top of both forms, under your logo.
5. Under Link, click Copy link to copy the form's web address, Open form to see it as others will, or QR code to show a code you can download and print for the lobby.

Everything saves on its own: switches right away, and text boxes when you click away. A Saved message appears with an Undo button.

If a form is turned off, its link still works but the page says the form is paused and asks people to call your clinic instead.

Add your own questions

Under Extra questions:

1. Type the question, like "Is your pet stable enough to travel?"
2. Choose where it appears: Both forms, Client form or Referral form.
3. Tick Required if it must be answered.
4. Click Add.

To change a question, edit it in place and click Save. Click the trash button to delete one, then confirm. Drag questions to reorder them. Answers appear in the entry's chat on the board.