4 Ways Patient Intake Forms Help You Get Your Patients The Care They Need

As a business owner, you’re used to thinking about how every decision affects your bottom line. You also know that one of the most important ways to increase profits is by increasing revenue. But how do you get more patients? When it comes to patient intake forms that help you gather data, the answer is simple: they help you identify and treat more people who need your services or products. With the right tools in place, you can gain insight into what your patients need and use this information to give them better care. Here are four ways patient intake forms can help improve your business and help your patients.

Say goodbye to clutter and controlling what you can

Patient intake forms are a way to gather information about your patients. Whether they are used for billing, patient education, or both, forms can help you with EHR and HIPAA compliance.

But for these forms to be most effective, you need to consider the purpose of the form—who it’s being used by and why—and use the right form for the right purpose. For example, if your goal is compliance with state regulations regarding EHR use and HIPAA privacy rules, then you will want to avoid using a generic intake form that isn’t relevant or specific enough for those purposes.

Collecting data for electronic health records (EHR) is easier than ever

You may be wondering, What exactly is an electronic health record (EHR)? An EHR is a database that stores information about your patient’s medical needs and their responses to treatment. It can make it easier for you to access the information you need when treating a patient, but using one isn’t always ideal. If you have trouble finding time to go through paperwork and fill out forms, then an EHR might not be worth it for you.

So how do you know if EHRs are right for your practice? One way to figure it out is by asking yourself these questions:

  • Do you feel like your patients’ records are up-to-date?
  • Is there enough time in your schedule for you to enter new data into their notes every time they come in?
  • Would having an automated system help cut down on mistakes or streamline tasks?

The importance of knowing your payer sources

Knowing your payer sources is essential to having a better understanding of where your revenue comes from, and this information can help you to better understand the needs of your patients, your practice, and even your staff. This is especially important if you’re in private practice because it allows you to plan out cash flow based on the types of insurance accepted at your practice.

It also helps with marketing efforts by knowing which potential patients are likely to have insurance that covers mental health care services versus those who don’t have insurance at all.

Patient forms help you gather data

You’re probably already aware of the importance of forms to get your patients the care they need. Forms are used to collect data and information. They allow you to capture information about your patients, which can be used for electronic health records (EHR) and other purposes.

If you’re looking for a way to make sure that the forms you use for patient intake are easy for both doctors and patients alike, consider using a template tool like Canva or Google Forms—these tools have templates that can be customized easily so that they work with any workflow or process. Templates also make it easier to collaborate with others because everyone on your team has access to one cohesive document from start to finish.


If you’re not using patient intake forms in your practice, it’s time to start. Patient intake forms can help you get the data you need to create better patient experiences and make sure everyone gets their care.

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