AI Intake Forms for Med Spas

Intake Forms for Med Spas

Capture medical history, treatment goals, and consent before patients arrive. Reduce wait times, increase consultations.

Your patients expect a premium experience from the moment they inquire. HeyIntake helps you collect complete medical history, aesthetic goals, and treatment preferences so consultations are productive, not administrative.

Why Med Spas Need Professional Digital Intake

In the medical aesthetics industry, first impressions matter. Clipboards and paper forms don't match the premium experience your patients expect.

Med spa patients are investing in themselves — they expect a seamless, sophisticated experience. Making them fill out paper forms in your lobby while other clients watch isn't just inefficient, it undermines your premium positioning.

HeyIntake provides the digital-first experience discerning patients expect. They complete intake on their phone before arriving, including medical history, current medications, allergies, and treatment goals. Your staff can review everything in advance and prepare for a productive consultation.

For med spas offering Botox, fillers, laser treatments, and body contouring, this means shorter wait times, more consultation time, better treatment matching, and the polished experience that justifies premium pricing.

Common Challenges for Med Spas

Sound familiar? HeyIntake solves these problems automatically.

Long Lobby Wait Times

New patients spend 15-20 minutes filling out clipboards while your schedule backs up.

Incomplete Medical History

Patients forget to mention medications, allergies, or conditions that affect treatment safety.

Unqualified Consultations

Booking consultations for treatments the patient isn't a good candidate for.

Paper Form Chaos

Handwritten forms get lost, can't be searched, and don't integrate with your systems.

Consent Documentation Gaps

Missing or incomplete consent forms create liability exposure.

No-Show New Patients

Leads who book consultations but never show up, wasting prime appointment slots.

Example Intake Form Fields for Med Spas

Customize these or create your own — HeyIntake's drag-and-drop builder makes it easy.

Contact & Demographics

  • Full legal name
  • Date of birth
  • Email and phone
  • Emergency contact
  • How did you hear about us?

Medical History

  • Current medications
  • Known allergies (especially lidocaine, latex)
  • Previous cosmetic procedures
  • Medical conditions (autoimmune, bleeding disorders)
  • Pregnancy/nursing status

Treatment Interest

  • Areas of concern
  • Treatments you're interested in
  • Previous experience with injectables/lasers
  • Desired outcomes
  • Timeline expectations

Consultation Preferences

  • Preferred appointment times
  • Budget range
  • Financing interest
  • Photo consent for records
  • Marketing opt-in

Example Med Spa Intake Form

Here's what a professional aesthetic intake looks like:

Botox/Dysport
Yes
Enter response...
Type here...
Type here...
No
$500-$1,000
AI-Powered Adaptive Scoring

AI-Powered Patient Qualification for Med Spas

HeyIntake's AI helps you identify ideal patients and flag potential contraindications before consultation.

  • Treatment candidacy based on medical history
  • Budget alignment with your services
  • Realistic expectation indicators
  • Previous treatment experience
  • Urgency and booking intent
AI Score ExampleHigh Priority
93

Amanda Richards

Botox Interest • No Contraindications • $2K Budget

"First-time Botox patient, no allergies or contraindications. Interested in forehead and crow's feet. Budget aligns with full treatment. Ready to book this week."

How HeyIntake Works for Med Spas

From inquiry to consultation in three steps

1

Patient Completes Intake

New patients fill out your branded form with medical history and treatment goals from their phone.

2

Staff Reviews in Advance

Your team reviews submissions before appointments, flagging contraindications or preparing recommendations.

3

Consultations Convert

Spend consultation time discussing treatments, not collecting basic information. Close more packages.

How Med Spas Use HeyIntake

Screen for Contraindications

AI flags patients with conditions or medications that affect treatment eligibility.

Digital Consent Forms

Collect treatment consent and photo release before appointments.

Eliminate Lobby Wait

Patients arrive ready for consultation, not paperwork.

Match Treatment to Patient

Route inquiries to the right provider based on treatment interest.

Automate Confirmations

Send appointment confirmations, reminders, and pre-care instructions automatically.

Track Consultation Pipeline

See who's inquired, consulted, and converted to treatment.

HeyIntake for Other Service Professionals

Explore how other industries use AI-powered intake forms

Have questions about HeyIntake for med spas?

Ready to Elevate Your Patient Experience?

Join other med spas using HeyIntake's AI-powered intake forms to qualify leads and onboard clients faster.

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