Do I Need an Intake Form for Each Location I Operate?

If you operate multiple locations or are part of a franchise, you may be wondering whether an intake form is necessary for each site. The answer is - yes! Each individual clinic location requires its own Intake Form to ensure compliance and proper documentation tailored to that specific site. This is crucial for maintaining accurate records and providing the best possible service to your clients.

While each location needs its own Intake Form, you can streamline the process by using a single Service Agreement that covers multiple corporate locations under the same ownership. This allows for consistency in your operations while still adhering to the necessary regulations for each clinic.

In addition to the Intake Forms, it's important to note that provider documents—such as those from McKesson, McGuff, and Empower—must also be signed per location. This ensures that all legal and operational standards are met for each clinic, safeguarding both your business and your clients.

Tips for Your Team:

Batch Onboarding Calls and Documents:

 For larger franchises, consider batching the onboarding calls and documents by franchise group. This approach can simplify the process and is something that Infusive can facilitate. Just let us know if you’d like to proceed this way! Often, if the group is larger, we’ll recommend this method to enhance efficiency.

Track Status Separately:

It’s essential to track the status of each location separately in your system. This will help you stay organized and ensure that all necessary forms and documents are completed for each clinic, avoiding any potential delays or compliance issues.

By following these guidelines, you can ensure that your franchise operates smoothly and efficiently, providing the best service to your clients while meeting all necessary regulatory requirements. If you have any further questions or need assistance, feel free to reach out to our support team!