Fay automatically sends intake forms to new patients on your behalf. The intake forms are designed using best practices, so no setup is required on your end.

To access a completed patient intake form in Fay, there are two ways:

Intake forms sent by Fay cannot currently be edited. If you would like to send additional forms to your patients, you can share them directly via Fay Chat.

Check out this course to learn more about the information collected in patient intake forms.

If a patient has not completed their intake form ahead of the appointment, contact them directly by phone or text using the phone number listed on their profile. Reaching out by phone or text is recommended over Fay Chat, as some patients may not have logged into Fay yet and may not see your message.

You can also send your patient this link to complete their intake form ahead of the appointment. If a patient is unable to complete their intake form before the appointment, walking through intake questions together during the initial consultation is a good way to gather the background information you need and ask any follow-up questions.

To access a completed release of information form, select Clients from your sidebar menu, select the patient you are looking for, and under Client Details, select Download release form.

If a patient needs to add new providers or update their release of information form at any point in their care, they can do so through this link.