Intake Tools
Flexible forms and seamless automation for a smoother start, every time.
Allia’s system makes the intake experience easy every time. Use a pre-built form, create your own, or borrow from peers – every intake automatically updates your client dashboard and informs your treatment plans. Mobile-friendly forms, built-in reminders, and instant confirmations keep everyone on track from the very first session.
Built with providers in mind
Custom Intake Form Builder
Create forms that fit your practice, starting from a pre-built template
Use the intake form builder to design a form tailored to your style and clients served.
Choose from a variety of question types, including short or long answers, scales, and multiple choice.
Quickly customize intakes by toggling questions on or off, depending on the clients’ needs.
Automated Intake Form Delivery
Intake forms are sent to new clients automatically, and work on any device
Clients receive digital intake forms as soon as they sign up on the app, with no manual action required.
Every form is mobile-friendly, making it simple for clients to complete onboarding from their phone or computer.
Standard consent and privacy forms are included, or upload your own custom forms.
What This Means for Your Practice
01.
You don’t need to send or track intake forms, they go out automatically.
02.
Clients can fill everything out from their phone before the first session.
03.
Intake responses instantly update your dashboard and treatment plans.
Want to see it for yourself?
Discover how Allia can transform your operations and patient care.
Trusted by world’s leading organizations
