Client self-service
Intake, consent and direct billing forms
Which forms clients fill in online, and when they're sent.
Clients fill in their forms online, on their phone or computer, before their visit:
- Health intake: health history and what they're coming in for.
- Sensitive areas consent: their consent for treating specific areas.
- Direct billing consent: sent when you've turned on I direct bill insurance, so you can submit claims for them.
Completed forms appear on the client's profile. To send forms again, use the send forms option on the client's profile.
Good to know
An unsigned form never blocks you from completing a visit.
Updated October 12, 2026
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A real person reads every email, usually within one business day. Please don't include client health details.