Want Your Practice to be TRULY Paperless? Read This!

The struggle is real. With so many platforms for digital signing and document management, how do you determine which paperless method is best for your practice? I spent years searching for just the right fit for the orthodontic practice I manage, only to find the perfect solution right under my nose.

When my daughter’s summer sleep away camp moved to digital forms, I was super skeptical. Most I had tested looked super clunky, required a username and password to access and were not secure. Never mind that most people’s idea of digital forms was providing a PDF to be printed and filled out by hand. 

But when I followed the link to begin the camp forms, I was pleasantly surprised. The forms were intuitive, interactive and best of all, beautiful! Within ten minutes, I had the company on the phone to schedule a full demo – enter the platform that completely eliminated paper in my practice: IntakeQ.

• First, did I say it was pretty? Yes, and I meant it. Not only is Intake Q super sleek and easy to navigate from the patient side, but the completed document from the practice side is just as nice. Right away my doctor gave it the thumbs up.
• The patient doesn’t have to set up a username and password to login. This, by the way, is a HUGE barrier for getting the new patient to complete your online forms. They hardly know you and the last thing they want to do is come up with another username and password for you. IntakeQ asks for a name and email address to get started and that’s it. So easy.
• The forms are intuitive. Filling out a form for your child? IntakeQ can change the pathway of form questions based on your answers. No more one size fits all forms or separate forms for child and adult. Brilliant!
• Change your forms in real time. The user is in the driver’s seat with IntakeQ. Quickly and easily create new forms, change existing forms and your patients will always see the most up to date version automatically. 
• Patient forgot to complete their form? No problem. Patients can fill out forms at home, in their car on a mobile device or in-office using a tablet. Either way, their progress can be monitored in real-time through the IntakeQ dashboard.
• Capture legal signatures with time, date and IP address stamp on each page of the document. Patients also have the option of having the complete document emailed to them. No more printing in office.
• Can you say virtual start? Send financial agreements and start treatment forms by email or text message ahead of the start appointment or following the new patient exam to reduce in-office paperwork. You can even embed a credit card capture right on your contract! 

Want to learn more about going paperless and IntakeQ? Schedule a demo with them right away. Looking for a fast start? I can help you get up and running with some of the most popular forms for ortho practices. Let’s talk.

p.s. I do not have a financial interest in IntakeQ. I’m just a shameless fan of their cool product.