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Add-on

Paperwork done before they walk in.

Intake, medical history, treatment consent, and HIPAA acknowledgment, all completed on the patient’s phone before the appointment. Sent automatically the moment they book, with the data flowing back to your spa. The front desk stops chasing clipboards and the spa stays compliant.

The lobby is the wrong place for paperwork

A patient books, shows up excited for their treatment, and the first thing that happens is a clipboard. They fill out the same medical history and consent forms they have filled out a dozen times, the front desk types it in later, and the appointment starts late. It is a bad first impression, it eats your team’s time, and it is where compliance gaps creep in when someone is rushed and a form gets skipped or misfiled.

Digital intake moves all of that to where it belongs: the patient’s phone, before they arrive. This is an add-on to the engine. The AI receptionist, reactivation, follow-up, and review growth book the appointment. Digital intake handles everything between the booking and the visit, so the patient walks in ready and the front desk is free to do real work.

How it works

Automatic, mobile, and tied into the booking, so there is no manual step for your team.

  • Sent on booking. The moment a patient books, the intake link goes out with their confirmation, plus reminders if they have not finished.
  • Mobile-first forms. Intake details, medical history, treatment consent, and HIPAA acknowledgment in a clean flow they can finish in minutes on their phone.
  • Consent captured properly. Treatment-specific consent and HIPAA acknowledgment recorded the way compliance requires, not scribbled on a rushed clipboard.
  • Data flows back. Completed information lands with your spa, ready for the provider at appointment time, no re-keying.
  • Data minimization. Be Chosen does not store clinical records it does not need. We keep our footprint to the minimum required to run the system.
  • Front desk freed up. No clipboards, no lobby data entry, no late starts because paperwork was not done.

What’s included

  • Digital intake, medical history, treatment consent, and HIPAA acknowledgment forms built around your treatment menu.
  • Automatic delivery the moment a patient books, with reminders.
  • A clean mobile flow patients can complete before they arrive.
  • Completed data flowing back to your spa, ready for the provider.
  • A compliant setup with data minimization built in.
  • Integration with the booking flow so it runs without manual steps.

What it changes

The difference shows up the first week. Patients arrive with paperwork already done, appointments start on time, and the front desk stops spending its day on data entry and chasing forms. Just as important, consent and HIPAA acknowledgment are captured consistently instead of depending on whether someone remembered the clipboard, which is exactly where compliance risk usually lives.

Compliant by design

Less paperwork, less risk

Digital intake is not just convenience. Done right, it is how a spa keeps consent and HIPAA acknowledgment consistent on every single patient.

  • Consent every time. Treatment consent and HIPAA acknowledgment captured on every booking, not when someone remembers the form.
  • Data minimization. We do not store clinical records we do not need. The data lives with your spa.
  • Front desk freed up. No lobby clipboards, no re-keying, no late starts.
Ready when they walk in.

Intake, history, and consent done before the visit means a better first impression, on-time starts, and consistent compliance.

Digital intake handles the gap between booking and visit. It pairs naturally with the AI receptionist that books the appointment, follow-up and no-show recovery that protects the calendar, and deposit collection that secures the booking up front. See how it all fits on the services overview.

Questions

Digital Intake & Consent FAQ

What does the patient actually fill out?

Everything you need before a treatment, on their phone. Intake details, medical history, treatment consent, and HIPAA acknowledgment, in a clean mobile flow. They complete it from the link in their booking confirmation, so they walk in ready and the front desk is not chasing paperwork in the lobby.

When does the intake get sent?

Automatically, the moment they book. The booking confirmation includes the intake link, with reminders if they have not finished it before the appointment. There is no manual step for your team, which is the point. It runs itself.

Is this an add-on or a standalone service?

It is an add-on. The core booked-appointment engine, the AI receptionist, missed-call text-back, reactivation, follow-up, and review growth, is the foundation that books the appointment. Digital intake extends it by handling everything between the booking and the visit, so the patient arrives ready and the front desk is freed up.

Is it HIPAA compliant and is my patient data safe?

Yes. The flow includes HIPAA acknowledgment and is built to handle protected information appropriately. Be Chosen practices data minimization: we do not store clinical records we do not need. The information flows to your spa where it belongs, and we keep our own footprint to the minimum required to run the system.

Does the information flow back into our system?

Yes. Completed intake, history, and consent flow back to the spa so it is ready for the provider at the time of the appointment, rather than sitting in a separate inbox. The goal is less re-keying and fewer clipboards, not another silo to manage.

How much does digital intake cost?

Scope depends on your forms, your treatment menu, and how it connects to your systems, so the investment follows the work. Book the audit and we will look at your current intake process and where it is costing you time, then size it on the call.

Get the paperwork off the clipboard.

Book the audit and we’ll review your current intake process and show you where it is costing time and creating compliance risk. Scope follows the work.

Book the audit