Intake Forms Sent Automatically

If you are adding patients via your New Patient URL link, all new patients will be able to complete their initial “Patient Intake Form” when they register.

If you are adding patients manually all new patients should be assigned to the Main Health Complaint Pathway and their initial “Patient Intake Form” will be sent to them automatically that evening by email.

*Please Note:

If you wish for the patient to be sent their intake form immediately, then you can open the patient’s Clinical Record and press the “send email” button located on the bottom left within the patient’s record.

Asking patients to complete their “Intake Form” online allows you to look through their medical history and details of their health complaint prior to their first appointment, and can help you save valuable time in clinic.

When a new patient first accesses the Patient Portal via email, they will be asked to give their Consent for their information to be collected and processed by the Amplitude Clinical system.

Once they have agreed, new patients will then be asked to complete their “Intake Form”.

Our intake forms have been specifically designed to capture all the essential information required by acupuncture and Traditional East Asian Medicine practitioners, including details about their main health complaints, key screening questions, medical history, medication use, patient ethnicity and BMI.

Choose your Intake Forms

You can choose to send either a short or an extended intake form for new patients. The extended intake form includes a number of additional questions asking about: family medical history, lifestyle, diet, exercise and other health related questions.

The default setting is the short intake form. If you would like to send the extended intake form to patients as a default instead;

• Click the cog icon for Settings

• Select Pathway Types, click on the “ACU-Track Main Complaint Pathway”.

• Scroll down to ‘Task Creation’, and click Patient's Pre-Clinical Registration

• The default is set to ‘Patient Intake Form (Short)’.

• To change this, you should click the square below this for “Patient Intake Form (Additional Questions)” in the ‘IMM’ column, a blue tick will appear indicating this has been selected.

• Make sure you only tick the boxes in the IMM column when selecting Intake Forms and ignore the other columns, IMM stands for immediately and ensures that patients will receive their intake forms as soon as they register.

• Click the ‘Save’ button to confirm.

Viewing Intake Form Responses

• To see if a patient has completed their intake form and view their responses, find the patient, and select the ACU-Track Main Health Complaint Pathway.

• This will bring you to their Clinical Record.

• Click ‘Patient History’, and you will see their completed intake forms in Black.

• Click on the form to view or add details to their responses.

• If a new patient has not yet completed their intake form, it will appear Red.

• You can Send a Manual Email Reminder to the patient by clicking the “send email” tile located on the bottom left within the patient’s record.

• You can also view uncompleted Intake Forms in Tasks.

• Select Patient Tasks

• Then select “Patient Intake Form”

• This will show all patients who have not completed their Intake forms.

If the patient does not have time to complete their Intake form before their first consultation, they can always complete the questionnaire:

• In clinic with the practitioner

  OR

• On a clinic device in the waiting room prior to their appointment.

To complete the intake form in clinic, you can load the Intake Form in a new window of your own device by selecting the blue Patient Portal Link on the left-hand side menu.

Or, you can follow our guide to Setting Up your Dedicated Clinic Device for your patients to easily access their Patient Portal in clinic.