How to Connect Smith.ai to your PracticePanther Intake Forms

Jessica Paxton Updated by Jessica Paxton

How to connect Smith.ai to your PracticePanther intake forms

Your receptionists are able to do more than answer calls and book appointments. They can also complete new client intake forms and other publicly visible forms that you've set up on PracticePanther.

  1. Log in to your PracticePanther account, click on "New," and select "Intake Form."
  2. Select the intake form you want your receptionists to complete, and click "Continue."
  3. Under "Share," copy the link that appears.
  4. Send an email to support@smith.ai with the subject, "PracticePanther intake form," and include the link to your intake form. If you have more than one intake form, you may send all links in one email. Please include directions with each link, so we know how to use each intake form.
  5. That's it! We'll notify you by email as soon as we are ready to begin completing intake forms for your callers, typically within 1 business day.

With this setup complete, your receptionists will be able to complete new client and other intake forms, and completed forms (i.e., new contacts and tasks) will appear in your PracticePanther account. As always, call summaries will mention the completion of an intake form (or if completion was not successful, the attempt will be noted). 

Please note: Third-party intake is a small per-call add-on. View current pricing.

Need help? 

Please reach Smith.ai Support at (650) 727-6484 or support@smith.ai.

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