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Intake Forms

This guide is broken down into the following steps. You can run through them in order, or jump to a specific section below:

How Intake Forms Work

You can create an online Intake Form for your entire clinic, a specific discipline, certain practitioners, or an appointment type, to be sent out to your patients when:

  • They book an appointment through online booking
  • They book an appointment directly with a staff member
  • You or your staff manually send the Intake Form

The Intake Form is not automatically sent out: when a patient/client opens an online account through your online booking page. It is also not sent along with the welcome email.

If more than one Intake Form is automatically triggered as a result of a booking, Jane will combine the Intake Forms together for the patient to complete.

If the relevant Intake Forms are not completed, Jane will continue to prompt users to fill out the Intake Form on all email communication sent out before the patient’s initial appointment. Jane will also automatically send an email reminder to clients with an incomplete intake form 24 hours before their appointment. To learn more about this feature, you can check out our guide Intake Form Reminder Email FAQ.

Once you have an Intake Form created in your account, you will also see an Email Intake Form button in the Patient’s Profile. You will also be given the option to Fill in the Intake Form in Clinic, either by entering their information administratively or by passing a device to the patient. This will load up the Intake Form and lock the patient out of the rest of Jane. The staff member will have to re-enter their password to access Jane’s administrative side.

Jane tells you which versions of the Intake Form the patient has completed, if any are pending, and gives you the option to send any forms, one at a time.

Creating an Intake Form

Looking to really dive in? Check out our Intake Forms Workshop and follow along as we recreate a standard PDF form into a digital Intake Form within Jane!

If you work in a multidisciplinary clinic, we’ve just the guide for you! Check out our Intake Forms in a Multi-Disciplinary Practice that has more detailed information specific to that set up 😉

Jane users with Full Access can find the Intake Forms by heading to Settings > Forms and Surveys, then selecting Intake forms from the options:

Intake Forms are made up of seven main parts:

  • General
  • Appointment Type
  • Profile Fields
  • Credit Cards (if you’re using Jane Payments)
  • Insurance Information (if you’re subscribed to Jane’s Insurance Plan)
  • Questionnaires
  • and Consents

Let’s walk through each of these sections below:

#1: General

The General tab is where you can name your form and choose how and when it gets sent out:

1) Name

What do you want to call your Intake Form? Patients will see this name when they fill the form out online.

2) Automatic or Manual

Do you want your Intake Form to be sent automatically when patients book an appointment? Or do you want to send it manually yourself on a case-by-case basis?

🔥Hot tip: Automatic intake forms are tied strictly to appointment bookings. If the intake form is set to Automatic, Jane will include the intake form link in the “Booking notification email” that gets sent out when the patient books their first appointment. You will also see this form sitting as pending under the patient profile.

3) Require for New & Existing Patients as of this Date

You can require that all new patients fill out the Intake Form for their first booking after a certain date even if they have previously filled out an Intake Form. Leave this field blank to not require patients who have already visited the clinic to fill out an Intake Form.

🔥Hot tip: If a form already sent to a patient has a ‘Required for’ date & is deleted for whatever reason (sent accidentally to a patient, etc), the form will be stuck in a Pending state. The clinic will then need to change the form to leave the ‘Required for’ field blank, then the clinic will be able to properly delete the form in the patient’s profile.

4) Valid For

Here is where you can set up a validity date for the intake form.

You can set it to Forever if you don’t need your patients to fill out the form again once it’s submitted. You can set the validity time if you want Jane to send this form out again.

  • You can choose to have patients fill out an Intake Form if they haven’t been in for a certain period of time.

  • It’s also good to know that when the same Intake Form is sent to a client, it does not override the first completed form, but creates an additional saved Intake Form each time the client completes it.

  • Clients will have 24 hours to complete or submit the intake form, from when they started filling it out. They can access partially completed intake forms from their online account or by clicking on the link from the email. They just have to make sure to click on the continue button for Jane to save the information they have entered and they can come back to fill out the rest later. The form expires after 24 hrs if it is not completed and submitted.

Note: If the form is to the shortest validity period, Jane will send a client an intake form for every appointment booking. Currently, the shortest “Valid For” period we have is 3 days.

So if your clients are booking appointments more frequently than the 3-day time frame, it’s important to note Jane will not ask them to complete this Intake Form again. But if your clients are booking appointments less frequently than the 3-day time frame, they will receive an intake form every time they book an appointment.

5) Introduction

Here’s where you can provide patients with a description of what the form asks for, why they’re receiving it, and how their information will be used. You’re also able to hit Enter in this textbox to indicate a new paragraph within your customized language.

#2: Appointment Type

Is your Intake Form set up to send out automatically? If so, this is where you can set the criteria for when Jane should send the form, based on the type of booking the patient makes:

1) All Appointments

This option is helpful if you need a “clinic-wide” intake form. If a client books their first appointment with the clinic, no matter what kind of appointment it is, they’ll get this intake form.

2) A Specific Discipline

This option is helpful if your form should only be associated with a particular discipline or modality. If a client books an appointment in that discipline for the first time, they’ll get this form.

3) A Specific Staff Member

This option can be used if a practitioner has an intake form specific to them, or if they have specific or additional needs from an Intake Form. If a client books with the selected practitioner for the first time, they’ll get this form.

4) Specific Treatments

This option is helpful if you only need to send this form when clients book specific types of appointments (for example, if you treat both children and adults, but this form should only be sent to clients booking the adult appointment types).

If a client books one of the selected appointment types for the first time, they’ll get this form. If they book another of the selected appointment types after this, they won’t get the form again.

🔥 Hot tip: If you create a “clinic-wide” Intake Form (by choosing All Appointments), you can also create much smaller ‘discipline/practitioner/treatment-specific’ Intake Forms and Jane will combine them into one form to send to your clients. Just be careful not to double up on the same questions if you ask similar ones in multiple forms.

#3: Patient Profile Fields

Here is where you can choose which profile fields you’d like collected in the Intake Form. You have the option to either skip, make them optional, or mandatory by selecting appropriate check boxes next to each field.

Once answered these fields will be recorded in the Patient Profile. Any field that Jane already knows will be automatically populated so the patient can either update or just continue.

You can also choose whether the fields are mandatory or optional. Jane will automatically always ask for First Name, Last Name and Email, but the rest of the fields can be set to optional or required.

#4: Credit Cards

This feature is available for Jane Payments users in 🇨🇦 Canada and 🇺🇸 the US. If you’re not signed up yet, you can learn more about Jane Payments and get all set up when you’re ready!

Do you want to collect credit cards on Intake Forms to help prevent no-shows (and collect fees when they happen), as well as enjoy a seamless client check-out experience? If yes, then this one’s for you!

Head over to the Credit Cards tab and click the dropdown beside Gather credit card information on intake form.

Here you’ll have three options:

  • Do not ask for credit card - clients will not be asked for credit card details on their Intake Form.
  • Credit card details optional - clients will be asked for credit card details, but can skip this step if they don’t wish to provide them.
  • Credit card details required - clients will be asked for credit card details and can not complete their Intake Form without providing them.

📍 Note: It’s possible that requiring credit card information, could be a barrier in your clients filling out their forms.

As well, we’ve pre-populated some text for you here (you can see how it will appear to clients below), so feel free to change anything you’d like.

1 - Why gather credit card information?: This will explain to your patient why you are asking for this information, and how it will be used.

2 - Cancellation policy: This will appear when your client clicks “Read Cancellation Policy.” - ⚠️ Important note! For anyone adding this to an existing Intake Form where you’ve added a customized Cancellation Policy, you’ll need to copy & paste that policy into this box to ensure your clients see the correct policy when adding their credit card info.

3 - Declaration: This is the statement that your client will agree to when clicking the consent box.

See our Collect Credit Cards on Intake Forms guide for more details on this feature!

#5 Collect Client Insurance Information

This will only appear for accounts with insurance features

For those using Jane’s insurance features, there is an additional step that can be enabled to collect insurance information from your clients.

1- Include Insurance Info on Intake Forms

  • You can decide if you’d like this info collected on the Intake Form or not
  • This is useful if you want to collect Insurance Info on your clinic-wide Intake Form, but not the discipline/practitioner/staff-specific ones

2- Insurance Card Image Settings

  • Including this step allows a client to upload images of their insurance card and enter in their policy details for a list of insurers of your choosing
  • The policy details provided by a client in the completed intake form will be converted into an insurance policy that will need to be reviewed and approved before billing

3- Custom Intro

  • You can add any notes about how you work with insurance at your clinic or any other important info for your clients

We have a handy guide about Collecting Insurance Information in Intake Forms that goes into detail on how to enable this step, what your clients will experience, and how to work with the details provided by clients.

#6: Intake Questionnaire

To add in question fields to your form, click the Questionnaires tab.

The information you collect in this part of the Intake Form will be saved directly to the patient’s chart. Jane will create a separate chart entry for each Questionnaire that you create. Most practices will find it best to place all the questions within a single questionnaire.

You can build an Intake Questionnaire using the same tools as building a Chart Template; e.g., note fields, checkboxes, dropdowns, etc. You can do this in either the template section of your Staff Profile, or directly in the intake form.

Option A - From your Staff Profile

We like this option because it gives you the ability to share the questionnaire you’ve created with another Jane account if you’d like to. It can also prevent you from losing your progress if you accidentally navigate away or close a window while you’re building out your intake form.

To get started, you’ll want to head to your Staff Profile > Templates. From here, you can click New Template to build out a questionnaire from scratch, or Template Library to check out pre-made templates generously shared by other Jane users.

You can put together your questionnaire by following the same steps you’d take to build a template for clinical charting. For a refresher, head over to our guide on Creating a Chart Template.

📍 Note: Currently some chart items like the Spine Chart, diagram, Body Chart picture, Uploads, Files, Vitals, Chief Complaint, Sketch, or any images cannot be added to intake forms. These items are not compatible with our intake forms.

These chart items might make sense for clinical charting in a treatment room, but not for intake forms. Although you will be able to add these items to your chart template, they will be automatically removed when you transfer this to an intake form as they are inadmissible.

Once you’ve built your questionnaire out to your liking, you can head back to the intake form. Click Edit beside the form that you’ve started on, and then click the Questionnaires tab. From here, select the Rubik’s cube in the bottom left corner.

On this page, you’ll want to click the Templates tab to view all of your clinic’s chart templates. From here, you can select your desired questionnaire to add it to your intake form, and you’re all set!

Option B - Directly in the Intake Form

If you prefer, you can create your questionnaire directly within your intake form.

You can click the little Rubik’s cube or the Add Item drop-down in the bottom left corner to get started.

  • The Add Item drop-down allows you to quickly select from popular Chart Parts
  • The Rubik’s cube will give you access to individual Chart Parts as well as Templates and the Chart Template Library
    • Templates will open all the chart templates that have been built already within your clinic. Clicking on any of these will allow you to use those forms, exactly as they were built, or you can adjust them to fit your specific needs.
    • Add from Template Library brings up a sidebar that allows you to choose from any of the chart templates that practitioners across disciplines have created and shared in Jane’s Chart Template Library.

After the components are added, you are able to select individual items to edit the contents. This allows you to customize the language, options, and set the field to be required to be filled.

Once you have all the components inserted and edited to meet your clinic’s needs, click Save Intake Form.

📍 Note: Just keep in mind that this intake form questionnaire template cannot be transferred/used/uploaded as a chart template. If you want to use/add this as a chart template in a practitioner’s template library you would need to rebuild this as a chart template. The same goes if you want to share this questionnaire template with a new clinic in the future.

#7: Consents

We start you off with a few standard consents but feel free to edit, delete or add as is appropriate for your clinic.


You can format the copy in the Text section if you want to add bulleted or numbered lists, bold and italicized sections, or links. This can make the content easier to read and digest for patients, especially if there’s a lot of content they need to read through.

To format your text, just highlight it and you’ll see the options for formatting pop up.

If you have a single statement that the patient must agree with before submitting their form, then you can leave the Text section blank, choose “must agree” for the Type and enter the statement they must agree to in the Agree declaration section.

Here’s what this looks like from the patient’s view.


The Type section lets you choose what kind of response to collect from your patient. You have three options to choose from:

  • Must agree - the patient must agree to the declaration.

  • Agree or Disagree - the patient can choose either the agree declaration or the disagree declaration.

  • Acknowledge with Initials - the patient must enter their initials to complete the form.

Require Signature Setting

Your clients can even provide an electronic signature when completing their Intake Form by enabling the Require Signature Setting.

We have a handy guide on Requiring a Signature that goes into detail on how to enable this setting, what your clients will experience, and even provides tips and tricks for managing the intake forms of clients who may have already completed their intake form or still have one pending, just in case you collected a few before learning about this great feature. ; )

Preview your Intake Form

From your list of questionnaires (or just one finished questionnaire if you only have one), you can Duplicate, use the up & down arrow to change the order the questionnaires appear in your list, preview a questionnaire you made, or edit them:

Here’s an example of our Intake Form created in our Demo Clinic when clicking “Preview”:

Intake Forms FAQ

What reasons would a patient not receive an intake form?

The intake forms in Jane are very customizable and you can tailor specific circumstances that an intake form would be sent. Some common things to consider that would contribute to whether or not Jane sends an intake form:

  • Does the patient have a valid email on file?
  • Is the Intake Form set to “Automatically Send”? You can check this under Settings > Forms & Surveys > View Forms > Edit.
  • If it is set to “Automatically Send”, do the “Appointment Types” match the appointment that was booked?
  • Automatically sent Intake Forms will accompany the “Thanks for Booking” and “Reminder” emails that are sent from Jane. Do you have these enabled (Settings > Reminders & Notifications). If so, has the patient opted-in to these email types (you can check this by Editing their profile)?
  • If you haven’t indicated a “Valid For” timeframe or “Require for new & existing patients as of this date”, Jane will check to see if this patient has filled in this form before. If they have, it won’t be sent again.

💡 Pro Tip: You can go into the Messages tab of a patient profile to see all communication sent to a patient.

Of course, if you stumble across a situation where you feel a form should have been sent that doesn’t fit the above examples, please reach out to us directly to troubleshoot this with us further!

Can I send insurer-specific intake forms?

When setting up the circumstances that Jane would send an intake form, you can specify a form to be sent out based on:

  • Staff Member
  • Discipline
  • Specific Treatments

With this in mind, at this point in time, it’s not possible to control what form is sent based on the insurer. However, clinics might consider the following two options in this case:

  1. Send insurer-specific forms manually when you see a patient has a specific insurer.
  2. Set up insurer-specific appointment types, so you can utilize the “Specific Treatments” category.

Do Jane’s Intake Forms auto-save as a patient is filling them out?

When a patient is filling out an intake form, the forms are saved when someone moves from one step to another. For example, if someone presses “Next” after completing their demographics, this will save their demographics.

It’s worth noting that since intake forms are saved when moving between steps, if you have a form with a very comprehensive Questionnaire portion, patients should complete this in one go so as to not lose their work if they navigate away partway through a section.

Can I add my cancellation policy to my Intake Form?

If you’re using Jane Payments and have set up your form to require a patient to add their credit card when completing this form, then this will automatically be noted in this section.

If you’re not collecting credit card information in your Intake Forms, then we would recommend adding your Cancellation Policy to the Consents area of your form.

You can do this when you’re editing a form (Settings > Forms & Surveys > View Forms > Edit) by navigating to the “Consents” tab. You can add the language you’d like your patients to agree to here.

Is there a time limit for a patient to complete their intake form?

When a patient is sent a form automatically, it will appear in that patient’s profile as a “pending” form. If after all of the reminders the patient still does not complete the form by the time that the appointment happens, it will expire. These can be prompted again manually, or you can also set up “Require for New & Existing Patients as of this date” so that this form will continue to be prompted to the patient, even if they don’t complete it after the first appointment it was prompted for.

Can I send an intake form via SMS?

At the moment, Intake Forms can only be sent via email. However, a patient can still complete their intake form on a mobile device from said email or by logging into their portal.

Not seeing your question here? Check out our Intake Forms FAQ guide that has more of our frequently asked questions!

As always, let us know if you need any help!

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