Intake

Intake lets healthcare providers digitize patient intake workflows. By integrating Intake into your medical or calendar software, patients can complete intake questionnaires before their appointment, and providers can view structured summaries directly within their existing system.

How it works

The Intake integration consists of three main components:

Scheduling API: create intake sessions via the SDK, linked to your calendar system. Patient data and a unique patient ID are passed along so results can be queried later.
Protocol widget: an embeddable widget that lets providers create, configure, activate, and deactivate intake configs.
Summary widget: an embeddable widget that displays intake sessions and completed summaries within your application.

Integration approach

Component	Integration method	Purpose
Scheduling	SDK / API	Create and schedule intake sessions from your calendar
Protocol widget	Widget	Create and configure intake configs
Summary widget	Widget	View intake sessions and completed summaries in your application
Email & DNS	Portal configuration	Configure custom email sender and hostname

The scheduling component is intentionally API-based (not a widget) to allow seamless integration with any calendar system without replacing your existing scheduling workflow.

Prerequisites

A valid Squire API key (see Authentication)
The Squire SDK installed (see Installation)