Automated Client Intake and Profile Creation:

When a client submits an intake form via Jotform, their details are automatically transferred to Practice Better to create or update a client profile. Relevant documents (e.g., health history, consent forms) are also attached to the profile. Streamlines the onboarding process by eliminating manual data entry, ensuring quick and accurate client setup.

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Appointment and Session Preparation Automation:

Jotform submissions (e.g., appointment requests, dietary preferences, or questionnaires) trigger the creation of pre-session tasks or notes in Practice Better. Practitioners receive automated reminders or notifications to review submitted information before sessions. Enhances session preparation by providing practitioners with the necessary client data in advance, improving the quality of care.

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Automated Follow-Ups and Goal Tracking:

After a session is logged in Practice Better, follow-up surveys or goal-tracking forms are sent to the client via Jotform. Client responses are synced back to Practice Better, updating progress tracking and triggering further follow-up actions if needed. Encourages continuous engagement, tracks client progress toward goals, and ensures timely follow-ups.