Sign Patient Intake Form Made Easy

Sign patient intake form

all right you guys today's video is all about intake forms and policies why you need to have them and how you can create your own the new client comes in it is so important for them to fill out an intake and consent form and review all of your policies so make sure you and your business are protected especially when it comes to cancellations and no-shows so I first have my clients start by filling out their name okay so say Jane Doe is here her address is 1 2 3 North Lane whatever then she'll put her phone number and her email address and then how does she hear about us what's great about this is if you have a referral program going on they can say they were referred by Carol and so know Carol will get $10 off or 20% off whatever your referral program is and then this way you can go down to the part where it says is this their first time having lashes if yes no problem you can kind of go over everything what the process is like if no they can tell you what their experience was like and this will give you an idea if they're still skeptical of lashes or if they've had a great experience before and they know exactly what to expect once they've gone through all of this I'll take the iPad back swipe over and I'll go over my policies with them I don't know about you guys but I never read these full things the reason I take it back is I can go over that to make sure we're on the same page they have a one time freebie cancellation and after that they know they're going to have to pay regardless I do have a cancellation in a no-show policy this way they know what they're being charged if they're late or they cancel within a 24 hour window talking about arrival rescheduling appointment working over other artists works after hours appointments for me if I have my normal hours any appointment that I take outside of those hours is subject to an additional $25 fee and then a refund policy my refund policy is that there are no refunds because your client is paying for your time and your product [Music] basically what I have is I have my intake policies originals right here with no writing on them and here it says new client anytime you have a new client all you have to do is click Edit select this and duplicate it and what that'll do is it'll put it at the front and you can click done and what you can do is you can clear that out and write your new clients name so anytime you need to refer back to these all you have to click is search for documents and right as you're typing their name she'll pop right up what I started to do is I'll actually put the date there so let's see today is for 820 and if you're looking for a certain date to see how many clients you had that day or how many new clients you had it'll pop right up for you all you have to do to get those two forms grouped together is you'll have your first page and then you can click import below and I just import them as a photo so that way they're together when you go to the side so I've already done that with that and then if you need to get rid of them all you need to do is click your four boxes up here edit and trash and then click done and then you have your two still together what's great about PicMonkey is that it's free to use you can pay for an upgraded version but it's totally not necessary so first I started out by writing a text and I just type in intake forms and policies then you can resize it and move it wherever you need to next I'll add in another text and change the font just to give it a little bit of variety and here we'll write name address phone and email then we'll adjust and move it where we want to and again this is just a template that I've made you can write whatever you want to and tailor exactly to your business and then we'll go in and click on the graphics section and type in line and we'll go ahead and click on that and change the color to black and then we'll adjust and move that on the other line so your client can write now once we're done with that we'll go back and add another text in asking how the client heard about us what's great about this as you can see if they heard about you through Instagram or if they heard about you through Facebook so then we'll go back to our graphics and all you need to do is type in Instagram and then you can type in Facebook and little icons come up which you can add in then you can go back to graphics and find the outlined square so your client can check which box how they found you and then we'll add another text option for a referral which is nice like I said before if you offer a referral program this way you can keep track of that on who's getting that discount there are so many tools you can utilize and PicMonkey to make it your own what I like to do is I'll go back into graphics and click on design and I like the dry brush strokes and what you can do is change it to a color that matches kind of what your brand's doing and then all you have to do is take the writing and slide it down so the stroke is underneath your writing I hope that was a helpful little tutorial I can do a more in-depth one if you guys are interested in that and I hope you guys try it out and have some fun with it I hope this video was helpful and I'm hoping if you don't have this in place in your business you implement an intake form and a policies form just to make sure you're covered that way it's set up and then you don't have anything to worry about I'm gonna be filming a Q&A video so leave a question down below anything from when did you get married what your favorite color is why did you want to become a large artist or what my favorite dog is I'm super excited you guys are here and I'll see you in the next one