Smart intake questions before a new client's first visit
A short set of intake questions that help you prepare, so first appointments start informed instead of cold.
What you’ll do
- List what you'd like to know before a first appointment.
- Ask AI to turn it into a short, plain-English intake question set.
- Review the questions and send them when someone books.
Common questions
Will the AI ask clinical questions — about diagnosis, health history or medications?
Only if you tell it to, which the lesson steers you away from. You list the practical, administrative details you want upfront (preferred times, referral source, any access needs), and AI turns those into clear questions. Clinical history stays in your approved forms.
How is this different from our existing intake forms?
It's not a replacement for your forms — it's a short, friendly pre-visit email that helps new clients feel prepared and helps you arrive at the first appointment with context. The lesson shows exactly how to keep the two separate.
What information about the new client do I need to share with the AI to draft these questions?
None identifying. You describe the type of appointment (e.g. 'initial musculoskeletal assessment') and what general information would help you prepare. You don't need to mention any client by name or share health details.
Will the questions feel invasive or put new clients off?
The lesson keeps the set short and genuinely useful — typically five or six simple questions. Clients see a clinic that's organised and cares about making the first visit easy, which tends to build confidence.
Do I review the questions before they go to the client?
Yes, always. You read and approve the set before it's ever sent. If a question isn't right for your practice, you remove or rephrase it.