Intake packets: send several forms at once
Intake Pro packets group several patient forms behind one link. A typical new patient packet combines registration, health history, consents and policies, and the patient signs each form in turn.
For plan limits, a packet sent to one patient counts once regardless of its form count. After submission, staff can download one combined packet PDF for the chart.
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- Patient access One packet link
- Signing Each form in turn
- Plan count Once per patient packet
- Staff download One packet PDF
What is an Intake Pro packet?
An Intake Pro packet is a group of patient forms delivered behind one link. The patient works through the included documents and signs each form in turn rather than receiving separate links for every document.
A practice manager chooses the forms for the visit and the order patients should address them. The documents can be built with the online form builder or converted from existing PDF and Word files before publication.
Packets cover the registration, clinical and agreement documents explained in the intake forms guide. Each form keeps its own fixed published version and signature evidence within the broader Intake Pro features workflow.
What does a typical new patient packet include?
A typical new patient packet groups registration, health history, consents and policies. Your practice selects the exact documents for its specialty and visit, with the appropriate patient or representative signer on each form.
| Packet section | What it commonly covers | Useful form guide |
|---|---|---|
| Registration | Identity, contact details, insurance and emergency contact | Patient registration form |
| Health history | Conditions, medicines, allergies, surgeries and family history | Health history form |
| Consents | The practice's evaluation, treatment or telehealth consent wording | Telehealth consent form |
| Privacy acknowledgment | Receipt of the practice's privacy notice | Privacy notice acknowledgment |
| Financial and other policies | Payment responsibility, balances, missed visits and other practice terms | Financial policy form |
| Records authorization | Specified records, recipient, purpose, expiration and authorization statements | Medical records release form |
How does a patient complete an Intake Pro packet?
A patient completes an Intake Pro packet from one link, answering the grouped forms and providing each required signature in turn. The practice chooses the packet's forms and publishing versions before sending it.
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Open the packet link
The patient opens the one packet link sent by the practice or provided through its chosen delivery workflow.
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Complete registration
The patient or representative enters identity, contact, insurance and emergency details using the published fields.
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Answer history and other questions
The patient completes the health history and any specialty or screening sections included by the practice.
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Read consents and policies
The packet presents the practice's display text and handouts for the agreements the patient needs to review.
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Sign each form in turn
The patient uses typed or drawn e-signatures on each required form, with a representative role where assigned.
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Submit for staff handling
Intake Pro retains the signed records so authorized staff can download the documents and place them in the patient's chart.
How can staff send an intake packet?
Staff can send an intake packet through the same patient-delivery options used for online intake, including a private link by text or email. QR codes and website embeds provide other ways for patients to reach published forms.
Before a visit, the front-desk lead can use private links and reminders; reminders go by text and email. At the practice, patients can use a paired kiosk tablet that works offline and clears its screen 60 seconds after submission.
The practice should test every included answer and signer route before sending the packet. This is especially important for conditional health-history follow-ups, representative signatures and any scored assessments.
How does a packet count toward plan limits?
A packet sent to one Intake Pro patient counts once for plan limits, however many forms the packet holds. A form otherwise counts when it is sent to or started by a patient.
Monthly counts reset each calendar month in UTC. At the monthly limit, new sends stop until the next month or a larger plan, while signed records remain available.
Every plan includes packets and every other feature. Plans differ only in staff seats, forms a month and locations. See Intake Pro pricing for plan prices and limits.
How do staff download a completed packet?
Staff can download one packet PDF after an Intake Pro packet is completed. Individual form PDFs, a ZIP of PDFs and a spreadsheet with one row per response are also available through signed records.
Each submission keeps its form version, who signed, when, a signed PDF and an audit trail. If the practice edits a form later, earlier packet submissions stay on the version the patient signed.
Use the packet PDF when the chart needs one combined document. The signed records and exports page compares all four downloads and explains staff access and retention considerations.
Questions
Does a patient need separate links for every form in an Intake Pro packet?
No. Intake Pro puts several forms behind one packet link. The patient works through the grouped documents and signs each form in turn, including registration, history, consents and policies selected by the practice.
How many times does a six-form Intake Pro packet count toward a plan?
A packet sent to one patient counts once, regardless of whether it contains six forms or another number. The packet counting rule applies for plan limits. Monthly counts reset each calendar month in UTC.
Can an Intake Pro packet include different signer roles?
Yes. Its forms can use patient, representative such as a parent or guardian, staff member and witness roles. The practice places the appropriate typed or drawn signature fields when building each form.
Can staff download an Intake Pro packet as one PDF?
Yes. Staff can download one packet PDF for the chart. Intake Pro also provides individual PDFs, a ZIP of PDFs and a spreadsheet with one row per response.