From intake request to first session.
Your waiting list: everyone who is waiting, in one place. With your own intake form on your website.
Your own intake form.
With your own questions and welcome text. Put it on your website or share the link. Every intake request lands on your waiting list by itself.
Keep track of your waiting list.
Manage intake requests and follow them up.
A place free? The record is ready.
One click turns an intake request into a record. Name, contact details and reason for seeking help come along.
A slot opens up on Thursday.
You open your waiting list and see who has waited longest.
You call her and move the intake request to Assessment.
You create the record and schedule the first session.
Good to know.
All questions- Can I make my own intake form?
- Yes. Besides name, email, phone and reason for seeking help, you add your own questions, with your own title and welcome text. You share the link or put the form on your website.
- Is the waiting list useful if I work on my own?
- Yes. Every intake request through your form lands on your waiting list by itself, and you add a phone call yourself. You see at a glance who is waiting and for how long, as a table or a board, with the status Waiting list, Assessment, In treatment or Closed.
- Do I have to re-enter an intake request’s details in the record?
- No. When you turn an intake request into a record, the name, email, phone and reason for seeking help come along.