Let me help you get a fast start transforming your practice into a streamlined, digital, fully paperless operation. Get instant access to the most common forms utilized in the orthodontic practice, imported directly into your IntakeQ dashboard.
Personal live training and customization also available.
HOW DOES IT WORK?
Once payment is received, your forms will be transferred to your IntakeQ account. You will need to provide an email address that is connected to IntakeQ and also has administrative rights. Once transferred, the forms will appear under “My Forms” on your IntakeQ dashboard.
If you purchased the live training with me, I will contact you to schedule a date and time.
IntakeQ Questionnaires & Consent Forms Included with Purchase:
Please note that the following materials are included with this package and may be edited as you see fit for your practice. Should you require additional guidance or help setting up your forms, please purchase form sharing with customization and live training.
Questionnaires
● New Patient Information
● OBS/BTP Update
● MED/DENT HH
● COVID 19 Screening/Consent
● Update Insurance Info Only
● Treatment Complete Forms
● Financial Agreement & Start Forms (FIXED) – Contract for financing
● Financial Agreement & Start Forms (INVIS) – Contract for financing
● Policy Agreement & Start Forms (INVIS) – Contract for payment in full
● Policy Agreement & Start Forms (FIXED) – Contract for payment in full
Consent Forms
● Financial Agreement
● Informed Consent for Orthodontic Treatment
● Notice of Privacy Practices
● Informed Consent for Invisalign Treatment
● Treatment Success Agreement
● Active Treatment Complete Agreement
● Retainer Agreement
Notes
● Financial Agreement NOTE – to be used to complete patient financial details for Contracts