NEW ADD-ON → INTAKE MODULE

Motivity Practice Management just got a front door.

Your intake process shouldn't live across five tabs and a shared spreadsheet. Motivity's Intake Module brings every family touchpoint, every form, and every status update into the same platform your team already uses.
New Inquiry Received
New Inquiry Received
Auto-captured from your portal link.
LIVE
Family Completes Forms
Guided patient portal experience.
COMPLETED
Team Tracks Status
Centralized prospect dashboard.
IN PROGRESS
Client Onboarded
Data flows to billing & scheduling.
READY!
THE PROBLEM

You are probably managing intake
with tools that were never meant for it.

Between manual follow-ups, data re-entry, and staff hunting through emails for insurance documents, the average intake process is a quiet drain on your time, and your conversion rate.

Disconnected Systems

One tool for forms, one for prospects, one for billing. Every handoff is a chance for something to get lost. Your admin spends hours reconnecting dots that should have never been separate.

Duplicate Data Entry

Families fill out a form. Staff re-enter it into the practice management system. Then again into billing. Every duplicate entry adds risk and burns time your team doesn't have.

Zero Visibility

Where is that new family in the process? Who needs a follow-up? Which payers are slowing you down? Without centralized data, those questions take hours, or eventually go unanswered.
HOW it works

Two views. One system. No gaps.

The Intake Module operates in two connected layers: one for families, one for your team. 
Together, they replace the patchwork of tools most practices are currently duct-taping together.

FOR FAMILIES

01

Access via custom link

Families reach your intake portal through a unique link on your website or sent directly by your team.
No app download, no confusing login setup.
02

Complete guided forms

The portal walks families through demographics, consents, HIPAA forms, payment policies, and document uploads in one structured, intuitive experience.
REDUCES RE-ENTRY & MANUAL FOLLOW UP
03

Sign documents electronically

Consent for treatment, release of information, and other required paperwork, completed and captured without paper or back-and-forth emailing.

FOR YOUR TEAM

01

Track every prospect in one dashboard

All incoming families appear in a centralized view. See where each client is in the process, what's outstanding, and who needs a nudge.
02

Collaborate without context-switching

Your admin, billing team, and clinical staff see the same intake data. No syncing, no "did you get that form?" messages.
FULL TEAM VISIBILITY
03

Data flows into PM automatically

Intake data collected in the portal carries directly into your scheduling, billing, and clinical workflows. The handoff is automatic, not another task on someone's list.
WHAT’S INCLUDED

Everything your intake process needs.
Already in your system.

No integrations to maintain. No additional logins. The Intake Module lives inside MotivityPM 
and connects to your clinical and billing workflows from day one.

Custom Portal Link

Generate a unique intake link to embed on your website or send directly to families. Their experience starts immediately—yours starts the moment they submit.

Intake Pipeline Dashboard

See every prospect's status at a glance. Know who's stuck, who's ready to schedule, and where your intake process is creating bottlenecks.

Cross-Team Visibility

Intake, billing, and clinical staff see the same data. No more "did you get their insurance card?" conversations all over.

Digital Forms & E-Signatures

Consent for treatment, HIPAA policies, payment agreements, and document uploads collected and stored in one place, without a single piece of paper.

Staffing & Trend Insights

Intake volume data helps you forecast hiring needs, identify which payers move fastest, and understand which referral sources convert best.

Automatic Data Flow

Demographic, insurance, and consent data collected during intake carries directly into your PM workflows. When a client is ready to schedule, the record is already built.
OUR PLANS

Built for practices at
every stage.

Whether you're a growing clinic standardizing your process or a multi-location organization that needs automation, there's a version built for how you operate.

STANDARD

Best for start-ups and growing practices

Pre-built intake fields and workflows
Your existing forms uploaded and configured
Patient portal with guided family experience
Prospect dashboard for internal tracking
Digital forms and e-signature collection
Document uploads from families
Intake data flows into PM automatically
ENTERPRISE

For multi-location organizations

Everything in Standard
Custom form configuration per program or location
Automated workflow triggers and step assignments
Advanced intake reporting and trend analysis
Multi-location prospect visibility
Dedicated onboarding support
Talk to Your Account Manager   ➜ 
VS. THE COMPETITION

Other tools solve a piece of intake.
Motivity connects all of it.

Most intake tools stop at forms or before billing and clinical work begins.

Digital forms & e-signatures
Prospect tracking dashboard
Connected to scheduling & billing
ABA-specific workflows
No additional integration needed
Clinical data connection (MotivityCN)
Staffing & intake trend insights

MOTIVITY

THE FORM PRO

THE INTAKE-ONLY SPECIALIST

Partial

THE CRM GUY

Partial

See what intake looks like
when it's a part of your system.

Book a 30-minute demo and we'll walk you through the patient portal experience and the prospect dashboard—so you can picture exactly what changes for your team on day one.
Talk to Your Account Manager