Intake Forms
Limited release: turn a form into an intake form, so each submission, including one through a public link, creates a draft client, facility or staff member that a coordinator reviews and promotes. Available to selected organisations.
- New
- Limited release
- Web and the mobile app
What it does
- Mark a form as an intake form and choose what it creates: a client, a facility or a staff member.
- Point each record detail, such as name or date of birth, at the question that answers it.
- Choose which custom fields the form also asks for; protected fields only appear if you add them.
- Share it through a public link or QR code, so people can fill it in without an account.
- Review drafts, spot likely duplicates, then promote or discard each one.
- For
- Administrators · Coordinators
- Works on
- Web and the mobile app
- Plans
- Every plan
- Released
- 29 Oct 2026
Works with
Not sure where to start?
The care operations scorecard takes five minutes and shows which features would help your team most.