How to Use the "Internal Forms" Feature

Internal Forms: Simplify Your Practice’s Internal Processes

Not all forms are intended for clients, and sometimes it’s more practical to complete a form on their behalf. Some forms, such as staff notes or administrative checklists, are designed exclusively for internal use within your practice. That’s where Zentake’s Internal Form feature shines.

With Internal Forms, you can easily complete and manage these documents directly from your Zentake dashboard—no need to send them to clients. This efficient solution keeps your workflow seamless and ensures all internal documentation remains well-organized in one central location.

How to Use Internal Note

Convert a form to an Internal Form:

Navigate to the Forms tab in your Zentake dashboard.
Locate the Form that you want use as an "Internal Form" Toggle "Internal Form" on under the forms settings.

Completing an Internal Form/Packet:

Navigate to your dashboard
Click "Start Internal"
Fill out the form fields just as you would for any client-facing form.
Save or Save and Lock the form to securely store it within the system.

Examples how Internal Forms can be used.

🧾 Excuse & Clearance Forms

Used to excuse, restrict, or clear a patient for work, school, or activity.

Return-to-Work Clearance Form
Return-to-School Form
Medical Clearance for Sports/Physical Activity
Fitness-for-Duty Form
Work Restriction Form
Light Duty Recommendation Form

🤒 Health Status & Documentation Forms

Used to document current or recent illness or medical findings.

Visit Verification Form (proof patient was seen)
Immunization Verification Form
TB Test Results Form
COVID-19 Test Result Form
Medical Summary for School/Employer

🏥 Referral & Continuity of Care Forms

Used to transfer or communicate care instructions.

Specialist Referral Form
Physical Therapy Referral Form
Home Health Certification Form
Workplace Accommodation Request Form (ADA documentation)

🩺 Activity & Limitation Forms

Used to define what a patient can or cannot do.

Physical Activity Limitation Form
Return-to-Sports Gradual Progression Form
Modified Duty Form
Lifting Restriction Form

✉️ Administrative or Authorization Forms

Used for consent or release of information to a third party.

Release of Information (ROI) Form
Employer Communication Authorization
School Medication Authorization Form

⚖️ Legal/Verification Forms

Often requested by HR, courts, or insurance.

FMLA Medical Certification Form
Short-Term Disability Medical Form
Jury Duty Excuse Form
Medical Leave Verification