Separate administrative information from clinical history
Begin with the minimum details needed to arrange a visit. Decide when consent, referral documents and clinical questionnaires should be collected inside the appropriate patient system. Avoid collecting sensitive histories through general marketing forms or public chat.
Design for families and accessible completion
A parent, guardian or support person may complete a form on someone else’s behalf. Review relationship verification, consent authority and accessible labels. Test incomplete submissions, corrections and mobile use before making a form part of your intake process.
A few common questions
Can Flor chat collect intake information?
The chat on this site is for product questions and business enquiries. It is not a patient intake channel.
Can we bring our current forms?
Bring blank forms with no patient information to the demonstration. The team can assess the requested fields and migration scope.
Prepared for clinic owners in Canada. Updated September 16, 2026. These guides support product evaluation and do not replace professional or legal advice.