How to set up a paperless intake flow for your private practice

Transform your private practice with a completely paperless intake process! In this video, I’ll show you how to utilize the new Konfidens Form Builder to automate client contracts and intake forms seamlessly. Key takeaways: Learn how to set up reusable consent forms for your practice. Discover how to create an intake form that automatically fills in client profiles and logs consents. Find out how to send forms directly from your scheduling interface. Timestamps: 00:00 Introduction 00:11 Setting up the forms feature 00:25 Creating reusable consent forms 01:02 Building your intake form 02:45 Adding smart blocks for client details 05:12 Sending forms to clients What’s your biggest challenge with automating your practice? Drop it in the comments! Subscribe for regular insights on optimizing your private practice. #PrivatePractice #Paperless #ClientIntake