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Intake status

Did they finish the paperwork?' should not require four tabs and a scavenger hunt. Ask once and get the status.

Practice admin
Runs on its own:
Whenever you ask

Ask your Assistant

Has this client finished everything they need before the first session? Check the required intake forms, consents, questionnaires, and other onboarding items, then tell me what is complete and what is still missing.

Has this client finished everything they need before the first session? Check the required intake forms, consents, questionnaires, and other onboarding items, then tell me what is complete and what is still missing.

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Example

Intake status

Alex · Tue 2:00 PM · Session 14

Alex's intake is almost complete.

  • Consent forms: complete
  • Demographics: complete
  • Clinical history: complete
  • GAD-7: incomplete
  • Payment method: complete

The only remaining client task is the GAD-7.

Fictional example · No real client data.

How it works

Reads from

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Can do

This job only reads. It changes nothing.

It checks the intake workflow

Assigned forms, signatures, measures, and other required intake items are reviewed.

It tells you what is complete

See what is done, what is missing, and what may need follow-up before the appointment.

You handle the exception

Send the reminder or proceed as planned without manually checking every form.

Your most popular FAQs

What does Intake status tell me?

Whether a new client has completed their intake forms, consents and any measures you assigned, in one answer instead of a click-hunt through the portal.

Can it send a reminder?

It can draft one for you to review and send. It does not message clients on its own.

Can I ask about several clients at once?

Yes. Ask about everyone starting this week and get the status for each.

Does it see forms clients completed on paper?

It reports what is in the client's Upheal record. Paperwork that arrived on paper or by email shows as missing until it is added to Upheal.

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