Tailored intake
Clinical Records & Intake
Give practitioners the patient information they need before the appointment.
Sitebear sends a tailored patient intake form after an appointment is booked or accepted, so medical history, clinic questions and consent can be completed in advance. Sensitive answers are encrypted and ready for authorised practitioners to review in Sitebear Portal.
Before the appointment
Prepare before the appointment, not during it.
- Appointment01 — Send the intake formOnce the appointment is booked or accepted, Sitebear sends the patient the intake form for that patient and service.
- Patient intake02 — Collect history and consentThe patient completes their medical history, your clinic’s questions and consent before attending.
- Protected record03 — Encrypt sensitive answersSubmitted clinical answers are encrypted and stay linked to the patient and appointment.
- Phone notification04 — Know when it’s completeSitebear sends a phone notification when the intake is completed, so you know it’s ready to review.
- Practitioner05 — Review before the visitAuthorised practitioners can review the completed information in Sitebear Portal before the patient arrives.
Built around your clinic
Make patient intake work the way your clinic does.
Different services need different information before an appointment. Sitebear can tailor the intake around your clinic while keeping the form, patient, appointment and follow-up together.Practitioner preparation
Start the appointment with the important information already there.
Completion alert and Sitebear PortalSee when the intake has been completed and review it before the visit, so less appointment time is spent collecting information that could have been provided beforehand.Customer Hub
Send exercise programmes and useful documents afterwards.
Patient follow-up in one branded placeAfter the appointment, send exercise programmes and other useful files through Customer Hub so patients have an easy place to return to what you’ve shared.
Sophie
Coastly Women’s Physiotherapy
See the complete journey in a real clinic.
Sitebear customer storyCoastly uses Sitebear around specialist appointments, from booking and patient intake through practitioner review and Customer Hub follow-up.Read the Coastly customer story
Questions about Clinical Records & Intake
Which businesses is Clinical Records & Intake for?
It’s designed for physiotherapists, clinics, osteopaths, chiropractors and selected health or treatment businesses that need patient information before appointments.
Can the intake form be tailored to my clinic?
Yes. Sitebear can tailor the form around the medical history, questions and consent your clinic needs to collect.
Is the intake connected to the appointment?
Yes. The intake is created from the booked or accepted appointment, and the patient and appointment records stay linked.
How is sensitive patient information protected?
Sensitive intake answers are encrypted, with the completed information available to authorised practitioners through Sitebear Portal.
Can practitioners see when a patient has completed the form?
Yes. Completion is visible in Sitebear Portal, and Sitebear can notify you on your phone when the intake is completed.
Can we send patients exercise programmes or documents afterwards?
Yes. Exercise programmes and other useful documents can be sent through Customer Hub after the appointment.
Does Sitebear make clinical decisions?
No. Sitebear collects and presents the information. Clinical decisions remain with the practitioner and the business.
How much does Clinical Records & Intake cost?
Clinical Records & Intake costs £49 a month + VAT and can be added to any Sitebear package.
Clinical Records & Intake
Start every appointment better prepared.
Book a demo to see how Sitebear can collect patient history and consent in advance, notify you when the intake is complete and keep useful follow-up documents in Customer Hub.
- Appointment Booked
- Intake Completed
- Answers Encrypted
- Practitioner Prepared