Intake & screening
Online patient intake forms
Collect the history, consent and screening you need up front — clients answer while they book, and the responses land on the appointment before they arrive.
Intake in Quzek uses the same flexible template builder as your clinical notes, so you can create exactly the questions your service requires — from a simple consent checkbox to a full first-visit questionnaire. Attach the form to a service, and every client booking that service completes it as part of the flow.
Be ready before they arrive
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Any question you need
Build forms from ten field types — text, choices, dates, file uploads and more — grouped into clear sections.
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Attached to services
Pin a form to a service so only the relevant clients are asked the relevant questions.
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Completed at booking
Clients answer while they book online, so nothing holds up the start of the visit.
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Saved to the record
Answers are stored against the appointment and the client, ready for the practitioner.
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How to use intake forms
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Build the form
In Settings → Body Chart Templates, create the questions and sections you want to ask.
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Attach it to a service
On the service, set the intake/note template so it applies to those bookings.
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Clients complete it
When a client books that service online, they answer the questions as part of the flow.
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Review before the visit
Open the appointment or client record to see the answers before they arrive.
Screening on the way in means the right visit is set up before the client walks through the door — fewer surprises, less admin, and a smoother first appointment.
Frequently asked questions
Can clients fill in forms before their appointment?
Can I upload-request documents in a form?
Are the answers saved to the client?
Screen and prepare on the way in
Build an intake form and attach it to a service in minutes. Free for 14 days, no card required.
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