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Alternative Intake Forms

Alternative Intake Forms

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Alternative Intake Forms

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   Pathagoras provides several alternative methods for collecting client and customer data. (We are talking about 'alternatives' to manually entering the data directly onto the Instant Database screen.) These methods involve developing a form that can be sent to a client or customer to complete. This will usually save you time (because someone else is doing the heavy typing) and eliminate spelling and other errors. (But don't forget: some clients are not good spellers. They don't always accurately remember dates. You still need to check behind the informant.)

   Once the completed form has been returned, Pathagoras provides the tools to 'scrape' the data from the form. The result is an instantly usable Instant Database record with less effort on your part.

   Two of these methods use Word-based forms. You will find them easy to create. They are discussed on the pages that immediately follow. A third method (using Excel as the data collection tool) is discussed at this link.