The Intake Packet
A premium-grade patient intake system — 6 forms plus the design philosophy and customization guide that makes them work for your specialty.
Why This Packet Exists
Most clinic intakes are bad. They ask demographic data, harvest insurance numbers, and produce paperwork the provider scans for thirty seconds before walking into the room and starting from scratch. The patient feels processed. The provider feels under-prepared.
This packet is built on a different principle: the intake is the first clinical conversation, not the first administrative one. It is the patient's first chance to feel taken seriously, and the provider's first chance to walk into the room knowing more than the chart.
What's Inside
- The Intake Design Philosophy: The 5 principles that separate premium intakes from administrative ones
- Form 1 — New Patient Intake: Foundational demographics and history, structured for substance over speed
- Form 2 — Mental Health & Wellness Symptom Inventory: Structured symptom capture without pathologizing
- Form 3 — Hormone Symptom Checklist: For clinics offering hormone optimization or related work
- Form 4 — Lifestyle & Stress Assessment: The upstream factors most clinics miss
- Form 5 — Goals & Expectations Worksheet: What the patient actually wants from care
- Form 6 — Consent & Authorization Forms: HIPAA, treatment consent, financial policy
- The Customization Guide: How to adapt every form to your specialty without losing what makes it work
Who This Is For
- Concierge primary care and cash-pay clinics
- Functional and integrative medicine practices
- Mental health and psychiatry clinics
- Aesthetic and medical spa businesses
- Any clinic that wants the intake to feel like the start of a relationship, not paperwork
What You'll Walk Away With
Six forms ready to deploy. The design philosophy that makes them work. A customization guide for adapting them to any specialty. Total time to a transformed patient intake: 90 minutes of customization work.
$39 — Instant Download
Once you complete payment, you'll be redirected to a download page with your PDF. The product is yours to keep, edit, and reference forever.
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Bundle this packet with the Concierge Clinic Playbook, Script Pack, and Onboarding Flows for the complete Concierge Clinic OS.
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