The Evolution of Client Intake: From Paper Forms to Digital Mastery
This article traces the progression of client intake in professional services from paper forms to seamless digital experiences, exploring the benefits and remaining challenges.
Formisoft Insights
Client Intake(View All)
How to Ensure HIPAA and GDPR Compliance When Collecting Client Data
Tips for making sure your client data collection complies with major privacy laws like HIPAA and GDPR.
Why Real-Time Form Validation is Key to a Smooth Client Experience
Real-time form validation provides instant feedback to users as they fill out online forms. This results in a smoother experience by preventing errors upfront.
Reducing No-Shows: How Smart Forms Can Improve Appointment Scheduling
No-shows can significantly impact a practice's bottom line. By implementing smart forms that improve communication and convenience, providers can reduce missed appointments.
Boosting Client Engagement with User-Friendly Intake Forms
User-friendly intake forms can significantly boost client engagement and lead to higher quality client data. Here are some tips on designing intake forms that delight.
The Future of Client Intake Forms: Trends to Watch in 2025
A look at the key trends that will shape client intake forms in the coming years, from AI assistance to integrated workflows.