Posts tagged " electronic consultation forms "

Holistic Health Consultation Forms and Intake Forms

April 1st, 2019 Posted by Alternative Medicine, Consultation Forms, Holistic Health, Paperless No Comment yet
Holistic Health Consultation Forms

Many people come to alternative and holistic health practitioners, as a last resort and with some reservations. The popular press love to search out examples of malpractice and scare monger, after all fear is what sells newspapers. They are often in pain and unsure if you can help, a stressed or nervous patient is not an easy one.

So, if you are going to be able to really assist the people who need your help, they must be put at ease as soon as they walk in the door.

Of course, the reception is as comfortable and relaxing as possible, receptionists are trained to be efficient while putting people at ease, but there are the formalities to get done, and this can be an opportunity to give reassurance and confidence to your patients.

An initial holistic health intake form, consultation form and medical history need to be taken followed by a consent form and for people coming for the first consultation this can be stressful. Clipboards and forms have never put people at ease.

That is why iPEGS paperless forms are such an amazing tool for alternative medicine practitioners, everyone is so used to digital devices nowadays, and the forms can be filled in either at the clinic or from home online using a mobile phone, tablet or computer and submitted directly to the cloud. They are quick and easy and as they are digital, they can be made easier to read for patients with poor eyesight, by simply zooming in or increasing the text size.

As well as electronic signatures, you can add photos and you can add your own branding and logos. You can create the forms from scratch with the easy to use form builder, or if you are too busy or a bit of a technophobe then you can get one of the iPEGS technicians to do it for you.

Holistic Health Consultation Form

By giving patients the option to fill in their medical history from home you will often find the resulting information to be far more complete. After all, how many of us can remember what we were doing last Thursday let alone what medication we were on five years ago.

Many patients have had years of ill health, being pumped full of chemicals. We all know how hard it can be to distinguish the ailment from the side effects of medication, so a full history needs to be done. By giving patients time, you have the opportunity to get a fuller account of their health problems a few days before their appointment, and are therefore able to study them in advance, saving crucial time in the actual consultation, even having the time for conferring with colleagues at the earliest stage.

Of course, your patient is of primary importance, but they are not the only person in the room, consent forms are a must and in an increasingly litigious world, protect not only the patient but also the practitioner. Making sure that your patient knows what treatment they are receiving is just good practice, having their agreement to the treatment on file might at some time be vital.

Up until recently a paper based holistic health consent form, had to do, and has since the stethoscope was invented, however, 5 years after the event how easy will it be to find? If you need copies or originals will it be legible, let’s face it, medical practitioners are not known for their calligraphy.

Now again you may well have the most efficient system in the world, but unless filing is your idea of relaxation, it’s a huge pain. Paper files are costly in space and time, not to mention resources, both natural and financial. Being able to pull up a patient’s records instantly saves time and allows you to spend more face time with your patient. It’s not just about covering your back but also about preventing having to.

Electronic Consultation Forms

So how do I get a form completed and signed by my patient:

Using a tablet, iPad or Smartphone you can access your electronic forms through the iPEGS apps, even without a Wi-Fi connection or via iPEGS Web Forms on any device. Simply open the form that you wish to be completed and once signed save or submit it. This is perfect in a face to face situation, free from the barrier, that a clipboard can create.

You can also send the medical history and/or consent form to the patient or guardian prior to their appointment using iPEGS Remote, again via email as a web form or via the free app. They would receive this form on their smartphone, or any device connected to the internet and complete, sign and submit back to you.

Is my patient’s information safe, what about data protection laws and GDPR?

Many laws states that patient records must be kept secure and confidential at all times. The UK data protection regime is set out in the DPA 2018 which replaces the Data Protection Act 1998, and came into effect on 25 May 2018, along with the GDPR (which also forms part of UK law). The law applies to any ‘processing of personal data’, and will catch most businesses and organisations, whatever their size and the law provides stronger protection for more sensitive information such as health related data.

All data submitted via iPEGS is encrypted, transmitted and stored securely. iPEGS is Cyber Essentials and IASME GDPR Governance Standard Certified so you can be confident your data is secure.

You can sign up for your free iPEGS Remote account and get 5 free form credits or sign up to the 30 day free trial of iPEGS Direct via the website.

Or if you would like to discuss the various options why not book in a call here or feel free to drop me an email: steve @ ipegs.co.uk

If you practise alternative medicine or holistic health therapies then why not go paperless today, reduce your carbon footprint, become more efficient and have more time to focus on your patients.

Paperless Consultation Forms for the Beauty Industry

January 21st, 2019 Posted by Consultation Forms, Paperless No Comment yet

In this weeks iPEGS Going Paperless Article we are going to be looking at Electronic Consultation Forms for the beauty industry, why they are needed and how going paperless with these types of consent forms has a multitude of benefits for all involved.

Consultation forms are required for a wide variety of services within the beauty industry including hair colouring, nails, eyelash extensions, hair extensions, skin treatments and tattooing to name a few. These forms are not only important for the beauty professional to establish the right treatment, product and/or service but it is also essential to obtain information in relation to the clients health including allergies, previous and current illnesses, medication and any other health information that may be relevant to the treatment.

These consultation forms protect the client from any potential risks to their health and also protect the beauty professional and/or salon against any future legal issues.


Many of these consultation forms are still completed in the traditional pen and paper format and while this method works it can problematic and inefficient. Issues include:

    • Ensuring you have enough printed forms available
    • Difficult to read or even unreadable handwriting (we are writing less and typing more meaning handwriting is getting worse)
    • Missing or misplaced forms
    • Storing of the paper forms

So why use paper when we have so much technology available to us?

iPEGS provide an easy to use, cost effective way of creating Paperless Consultation Forms that can can be accessed on ANY device, completed easily, signed electronically and submitted in a matter of minutes if not seconds.

By making it as easy as possible for you and your clients to complete these forms, via a medium we are all used, removes the administration burden and enables you to focus on the treatment or service being provided.

Forms can be completed at the time of the appointment or they can be sent ahead of time avoiding delays on the day, meaning no wasted time and a more seamless experience for your customers.

iPEGS Electronic Forms have a number of benefits including:

    • Forms available on ANY device (no more printing)
    • Electronic Signatures with date and time stamp for authenticity
    • Mandatory Fields ensuring the form is completed in full
    • Pick Lists and Tick Boxes for easy form filling
    • Add Photos to the form (before & after)
    • Safe & Secure

Once the form has been submitted securely to the iPEGS Web Portal you will receive an email notification where you can view or download the form and the client can also receive a copy of the form for their own records if required.

No more risk of losing or misplacing these important forms and no more having to store them in a filing cabinet!

With iPEGS you can quickly and easily create any type of form with the easy to use Form Builder and generate the Web Form or App Form in no time.


Whether you are an experienced professional or are just starting out – isn’t it time you moved away from the inefficiencies of paper based forms and utilise the amazing technology we have available to us today.

For more information about how to Go Paperless with iPEGS please click here.