All the ways patients reach your intake
Your clinic link and QR code, a personal email invite, the Communication tab or your own questionnaire.
Where to find it: Dashboard → Quick actions → Intake link
Open this in the portal →Steps
- Clinic link and QR code: open Quick actions → Intake link. Print the QR code for your waiting room, or put the link behind a button on your website or in your email signature.
- Personal email invite: choose Add patient → Intake → Standard MyDosha Intake Chatbot and use Send intake link.
- A patient already in your list: open their Communication tab and send the intake link from there. It opens in the language on their record.
- Your own questionnaire as the intake: choose Add patient → Intake → Own Questionnaire and copy the link or have the portal email it.
- Booking and intake are separate: a patient who books at your /book page still needs one of these links for the intake.
Good to know
No intake needed? You can also add a patient by hand, from an uploaded form or by import.
Related guides
These guides describe the portal as it works today. They are product help, not clinical guidance.