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Feature #341

Updated by Redmine Admin about 1 month ago

Update the Health Intake Form by dividing it into two distinct parts: Quick Start and Clinical Deep Dive, allowing patients to complete essential information upfront and defer detailed clinical information to a later stage. 

 **Requirements:** 
 ![](clipboard-202601081215-3kalm.png) 
 

 **1. Quick Start Intake** 

 * Designed for fast completion during initial onboarding. 
 * Collect only required and essential information. 
 * Estimated completion time: 3–5 minutes. 
 * Includes basic sections such as: 
 * Basic personal information 
 * Health snapshot 
 * Goals 
 * Experience 
 * Readiness 
 * Completion of Quick Start should allow the patient to proceed with: 
 * Account setup 
 * Appointment scheduling 

 **2. Clinical Deep Dive Intake** 

 Contains detailed clinical and medical information. 

 **Can be completed:** 

 * Before the appointment, or 
 * During the appointment with the provider, or 
 * After the appointment, as guided by the provider 
 * Intended to support deeper clinical assessment and treatment planning. 
 * Accessible to Providers and Patients as part of the appointment workflow. 

 **3. General Behavior** 

 * System should clearly indicate which intake parts are completed or pending. 
 * Providers should be able to see intake completion status during appointments. 
 * Users should be guided clearly on when and why to complete each part. 

 **Acceptance Criteria:** 

 * Intake form is clearly divided into Quick Start and Clinical Deep Dive. 
 * Users can complete Quick Start independently during onboarding. 
 * Clinical Deep Dive can be completed at a later stage. 
 * Intake completion status is visible to both Patient and Provider. 
 * User flow remains smooth without forcing full intake upfront. 

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