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Digital intake forms

No clipboards. No data entry.

Paper intake forms create two problems: clients fill them out in the waiting room (rushed, incomplete) and someone has to re-enter the data somewhere. Hivemanager.io sends forms before the appointment and attaches responses directly to the client record.

Sent automatically before the first visit

When a new client books, Hivemanager.io sends their intake form link automatically. They fill it out before they arrive — at home, at their desk, whenever. By the time they walk in, their history is already in the system.

  • Automatic form send on first booking
  • Completed on any device — phone, tablet, laptop
  • Completion reminder if not submitted 24 hours before appointment
  • Therapist notified when form is complete

Forms that capture what you actually need

Hivemanager.io includes a default intake form built for massage therapy — health history, medications, contraindications, pressure preferences, and consent. Customize the fields to match your clinic's intake process.

  • Health history and presenting complaint
  • Current medications and known contraindications
  • Surgical history and injuries
  • Treatment goals and pressure preferences
  • Consent and signature field

Responses live in the client record — forever

Once submitted, intake responses are attached to the client profile and visible before every subsequent session. You don't ask the same questions twice. You don't re-enter anything.

  • Auto-attached to client profile on submission
  • Visible in session history and SOAP note view
  • Update prompts for returning clients if form is over a year old
  • Secure storage — no paper files to manage or lose

Better intake. Better first impressions.

Clients come prepared. You do too.