When would you use this form?
This isn’t common, but sometimes someone books a paid appointment directly in your EHR without going through your ClinicMonk™ contact form or consult booking. If this happens, use the Client Capture Form to add them to ClinicMonk™ and keep your dashboards and client metrics up to date.
How to add them
First, search for the person in ClinicMonk™ so you do not add them twice.
If they are not there, open your Client Capture Form using the link provided during setup. Ask support for the link if you cannot find it.
Enter their first name, last name, phone number and email address, then select Submit Client. Add one client at a time.
Then check that their information appears correctly in ClinicMonk™ before submitting anyone else.
If they already have a record and you are unsure what to update, ask support for help.