Setting your practice’s Intake settings
By default, all Zocdoc patients will be asked to upload their insurance card images immediately after booking. They receive follow-up reminders to submit missing information and confirm their attendance before the appointment. This information will be available to view and download in your Inbox.
You can adjust these settings at anytime and also collect government ID and forms from patients.
Collecting digital forms
You can collect digital versions of your office forms from any of your patients for free, regardless of how they book (even if they don't book through Zocdoc). Learn how to add office forms.
Where do I update the intake settings for my practice?
Click the provider name in the top right corner of your Zocdoc account then open Settings and select the Intake tab. Click on the information type on the left to make adjustments.
Understanding your Intake settings
You can customize your Intake settings to specify the type of information you want to collect, the type of patients that receive requests (new or existing), and how you want the requests to be sent. Learn more below about your different options.
Do you want to collect information from new or existing patients or both?
You can customize your intake settings to collect different information from your new and existing patients. If your practice only requires information from new patients, you can deselect Existing Patients from all the information types.
Our system will automatically send these intake requests to patients who book an appointment through the Zocdoc Marketplace or the Book Online Button on your practice's website.
Requests to non-Zocdoc patients can be sent manually through Inbox. Non-Zocdoc patients include patients who book via email, over the phone, or through a separate platform. Learn more about how you can inform patients about communications from Zocdoc.
What type of information do you want to collect?
Click on each information type on the left to make adjustments (e.g., insurance & IDs, forms, and communication preferences). From there, you can adjust whether new or existing patients will be asked for this information.
Do you want patients to confirm their attendance?
Our system will send a SMS and email to patients to confirm their attendance 48 hours before the appointment. This helps to ensure patients show up for their appointment while saving your staff time on the phone. Select Ask patients to confirm attendance to enable patient confirmation messages. Learn more about confirmation messages.
Do you want our system to send intake requests automatically to non-Zocdoc patients?
Automated intake to non-Zocdoc patients is in closed beta with select EHRs. While we are not accepting more clients at this time, please complete this form to join the waitlist.
How to disable Intake
You can turn off your Intake requests by toggling "off" for each information type.
