Send the intake link to a patient
Every clinic has its own intake link. The patient fills a short identity form, then a guided constitution assessment, lifestyle questions and clinic-specific follow-up questions.
Where to find it: Dashboard → Quick actions → Intake link
Steps
- On the dashboard open Quick actions and choose Intake link: it holds the clinic's intake link and its QR code.
- To invite a new patient by email, choose Add patient → Intake link and use Send intake link.
- For a patient who is already in your list, open their Communication tab and send the intake link from there.
- The patient picks their language: English, Dutch, German or European Portuguese.
Good to know
The identity form involves no AI. If the AI is unavailable, the intake falls back to a fixed questionnaire so the patient can always finish.
Related guides
These guides describe the portal as it works today. They are product help, not clinical guidance.