Client Follow-up Form for Practice Better

Similiar to my Client Intake Form, this is a short form that opens to more detailed questions depending on your client’s responses. Four yes/no questions and a short-answer question can open up to allow your client to provide required information on demographic changes, health and medical changes, and goal-setting accomplishments.

Capture changes or document no changes with the client’s signature for your records. Be able to update the client portal with the new information in just a few clicks with form mapping.

This product is a PDF with the Practice Better code to directly upload into your Better practitioner portal. It is not a PDF printout of the form. I created the product in this way to allow you to incorporate this form into your account with one click, saving you time on creating a new form from scratch. I also include tips on how to create automations to streamline your client’s experience and save you more time.

I am an avid user of Practice Better with my virtual practice. It allows me to seamlessly collect client information, method of payments, track food and lifestyle journals (with personalized modifications like limiting calorie visibility), and more. In my ongoing use of Practice Better, I have created a series of forms that help obtain more helpful information.