Intake & Assessments
Intake that qualifies the patient before a provider ever looks.
Branded, conditional intake flows screen eligibility, flag the answers that matter and route each patient to the right provider. Recurring check-ins then drive every refill decision.
What you get
Everything in Intake & Assessments
Conditional logic
Questions branch on prior answers, so patients only see what applies to them and complete intake faster.
Flags and routing rules
Contraindications, out-of-range BMI or a state you don't serve are flagged and routed before review.
Protocol templates
Start from ready-made templates for GLP-1s, peptides, HRT, sexual health and more, then edit freely.
Recurring check-ins
Weekly or monthly check-ins capture weight, side effects and adherence, and gate the next refill.
Your brand throughout
Every question, page and email carries your logo, colors and domain. Patients never see ours.
Consents and uploads
Collect signed consents, photo ID and lab uploads inside the flow. Everything lands in the chart.
Assessment builder
Build the logic once. It runs every time.
Visual rules show exactly what happens for each answer: show, skip, flag, disqualify or route. Change a protocol and every new intake follows it.
- Single, multi-select, number, date, slider and file questions
- Show, skip, flag, disqualify and route actions
- Versioned, so every chart shows the exact form a patient answered
How it works
How an assessment moves through Refill
- 01
Patient starts on your site
A branded flow opens from your storefront, ad or link, on any device.
- 02
Logic qualifies in real time
Branching skips what doesn't apply, and hard stops catch ineligible answers immediately.
- 03
Flags route the review
Clean cases go to the fast queue. Flagged answers go to the provider with the reason highlighted.
- 04
Check-ins keep care moving
Scheduled check-ins feed the chart and decide whether the next refill ships or waits for review.
Check-ins
Refills decided by data, not by guesswork.
Before a refill fires, the patient checks in. Weight trend, side effects and adherence arrive in the chart, and you choose whether a refill auto-approves or waits for a provider.
- Weight, vitals and side-effect tracking
- Auto-approve or require review per protocol
- Reminders by email and text until it's done
One platform
Works with the rest of Refill
FAQ
Intake & Assessments, answered.
Can't find what you need?
Do I have to build intake forms from scratch?
No. Refill includes templates for GLP-1s, peptides, hormone therapy, sexual health, hair and skin, and general wellness. Use them as-is or edit every question to match your protocols.
Can an answer automatically disqualify a patient?
Yes. Any answer can show or skip questions, flag for review, route to a specific provider or end the flow with a message you write.
How do check-ins connect to refills?
Each treatment plan can require a check-in before the next refill. Depending on the protocol, completed check-ins either auto-approve the refill or send it to a provider for review.
Get started
Stop managing vendors. Start scaling care.
See your practice running on Refill: EHR, pharmacy, refills, payments and your brand in one platform.