The full case history, completed before the first visit
You build your intake in the form builder from the sections a naturopathic case needs: Symptoms by Body Systems, Family Health, External Signs, Lifestyle, Mental Health and Women's or Men's Health. You attach it to the first appointment in the calendar, due 72 hours before, and the answers are in the client's record when you open it.
- One page at a time with a progress bar, on a phone or a computer
- Questions that appear only when an earlier answer calls for them
- The answers turned into a worksheet, with a column for each follow-up
What it changes: The first visit goes on the consultation, because the history has already been read.




