ClinicMind Patient Intake Forms: Smarter, Flexible Digital Healthcare Intake

A smooth patient intake process is key to running an efficient healthcare practice. That’s why we’re excited to introduce ClinicMind’s next generation Patient Intake Forms, designed to offer more customization, automation, and better workflow integration.

Other companies, like Phreesia, offer digital intake tools, but ClinicMind takes it a step further. Our new features help you engage with patients more efficiently and ensure your forms fit smoothly into your practice’s daily routines.

What’s new in ClinicMind patient intake forms

Here’s how we’re transforming patient paperwork:

Appointment type based display

Say goodbye to one size fits all forms. Now you can tailor patient paperwork for each appointment type, like consultations, follow-ups, therapy sessions, or re-exams, to better match your workflow.

QVAS calculation by appointment type

You no longer have to use the same scoring for every appointment. With ClinicMind, you can choose which appointment types include QVAS calculations, so providers get the data they need when they need it.

Document completion tasks by appointment type

Get helpful alerts that keep you on track. You can pick which appointment types send notifications when patients finish forms in MyClinicMind (Patient Portal), so your team always knows what to do next.

The upgrades are now live, and teams are seeing easier onboarding, quicker documentation, and improved compliance.

ClinicMind vs Phreesia: Patient Intake Form Comparison

Phreesia is a familiar choice for patient intake, but ClinicMind’s updated Patient Forms offer some important advantages for your practice.

Deeper customization

Phreesia: Provides standardized intake forms with some customization options.
ClinicMind: Lets you fully customize forms based on appointment type, specialty, and workflow, so your forms stay relevant and avoid unnecessary repetition

Integrated clinical Intelligence

Phreesia: Focuses on digital data collection and payment capture.
ClinicMind: Includes tools such as QVAS scoring, clinical documentation triggers, and task workflows built into the EHR/RCM system. This helps streamline care at every stage, not just during intake.

Unified platform vs. add-On

Phreesia: Primarily an intake tool that bolts onto other systems.
ClinicMind: A single platform that brings together intake, scheduling, billing, credentialing, and RCM, so you avoid the hassle of using disconnected systems

Patient & staff experience

Phreesia asks patients to use different portals, which means adding another vendor to the process.
ClinicMind uses the MyClinicMind Patient Portal, which providers already trust. Patients can access forms, communication, and scheduling all in one place.

Why ClinicMind’s Patient Intake Forms Matter for Your Practice

ClinicMind lets providers manage patient paperwork in detail, so they can:

Patients only see the forms that matter to their visit.
Staff receive automated tasks only when needed.
Clinicians get relevant, structured data integrated into their notes.

This means less paperwork, fewer mistakes, and more time to focus on your patients.

Upgrade to Smarter Patient Intake Forms with ClinicMind

Patient intake is evolving to be more intelligent, integrated, and adaptable. With ClinicMind’s new Patient Forms update, practices of any size can boost efficiency, stay compliant, and keep patients happy, all without managing several vendors.

To see how Patient Forms can streamline your workflows today