Patient Intake Methods
Astral provides two intake flows tailored to different levels of detail: Basic and Full. Use Basic when you need a fast registration, and Full when clinical background is required ahead of time.
Who can use intake
- Therapists (Psychiatrist, Psychologist): Basic and Full intake for their own patients.
- Assistants: Basic intake on behalf of assigned therapists.
For role capabilities, see User Roles & Permissions.
Choosing an intake type
- Use Basic to capture essential demographics and preferences quickly.
- Use Full when you need medical, legal, or extended biographical context before the first consultation.
Steps (concise)
- Open Patients or the relevant intake entry point.
- Select Basic or Full.
- Fill required fields; optional fields as needed.
- Save to create the patient record.
Reference
Field groups by intake type
| Group | Basic | Full |
|---|---|---|
| Identity (name, date of birth) | ✓ | ✓ |
| Contact details (phone, email) | ✓ | ✓ |
| Address / Nationality | ✓ | ✓ |
| Consultation preference (“in office” • “remote”) | ✓ | ✓ |
| Emergency contact | ✓ | |
| Family / social background | ✓ | |
| Medical history | ✓ | |
| Current medications | ✓ | |
| Legal history | ✓ | |
| Notes | Optional | Optional |
Notes: - Labels should be entered verbatim as shown in the UI when documenting internal procedures. - Required fields are indicated in the UI; save is disabled until valid.
Validation & saving
- Required fields must be valid to enable Save.
- On success, the patient record is created and becomes available to the therapist and assigned assistant(s).
Rules and limits
- Assistants can only use Basic intake and only for their assigned therapist(s).
- Therapists can choose either intake type for their own patients.
- Intake content can be reviewed and updated during follow‑up visits per clinic policy.
FAQs
• Can I switch from Basic to Full later? Yes. You can add missing sections at any time by opening the patient and completing additional fields as needed.
• Who sees the intake information? The patient’s assigned therapist(s) and assistants (within their scope - essential information) can view what they need to coordinate care.
• Are there different consent requirements for Full intake? Follow your local regulations and clinic policy. Astral stores the data you enter (fully encrypted); obtain consent as required.