Client Intake Forms - Purpose and How to
Overview
The Forms Kiosk is a touchscreen app available on iPads at the front desk. New clients use it to complete required paperwork digitally before their appointment. This can also be sent directly from Lumary. This article walks through each screen and explains the available forms.
Navigating the Kiosk
Welcome Screen
The kiosk opens to a Welcome screen with a single Start button. Hand the iPad to the client and ask them to tap Start to begin.
Select a Language
The client chooses their preferred language — English or Español. This determines which version of each form is displayed. All form content and submission links are language-specific.
Forms Menu
Two form cards appear — HIPAA Release and Client Intake. The client taps a card to open that form. Both forms must be completed before the appointment.
Complete & Return
Each form opens in full screen. After submitting, the client taps Back in the top-right corner to return to the forms menu and open the next form. Once both are submitted, the client returns the iPad to the front desk.
The Forms
HIPAA Release
A one-page Visitor Confidentiality Agreement that outlines the client's obligation to protect the health information of others encountered in clinic spaces. Clients review the terms and sign with their full name and date. Available in English and Spanish.
Available in: English | Español
Client Intake
A 5-page form that collects the information needed for treatment planning and program development. It includes Basic Information, Emergency Contact, Family Background, and additional clinical sections. Staff should ensure the Lumary Unique ID field at the top is filled in before the client begins signing — it is required and cannot be completed by the client. This form will automatically upload to the client's Lumary profile if the Lumary ID is correct.
Available in: English | Español
Tips for Front Desk Staff
- Both forms are required. Remind clients to complete both the HIPAA Release and Client Intake before returning the iPad.
- Enter the Lumary Unique ID before handing off the iPad. The Client Intake form has a required Lumary Unique ID field at the top that only staff can complete. Fill this in before giving the iPad to the client.
- Language selection applies to all forms. If a client selects the wrong language, they can tap Back on the forms menu to return to the language screen and switch.
- The kiosk stays on the Welcome screen between clients. If it's showing something else, tap Back until the Welcome screen appears, or close and reopen the Kiosk Pro app.
- Forms are powered by JotForm. Submissions are recorded automatically. If a form fails to load, check that the iPad has an active Wi-Fi connection.
Need help or notice a form issue?
Submit a ticket to the IT Help Desk or reach out to your IT team directly. Include the clinic location, which form is affected, and whether the issue is with English or Spanish.