Intake forms are completed at home before the appointment — on any device, in minutes. No clipboards, no delays, no missing information.
An appointment is scheduled and intake forms are sent automatically via email and SMS — no staff action required.
The patient fills everything out at home on their phone or computer. It takes five to ten minutes.
The patient walks in, everything is already in the system. No clipboard, no wait — ready for care.
Pre-built templates you can use as-is or fully customize to match your workflow.
Comprehensive health questionnaire with conditional follow-ups for relevant conditions and medications.
Treatment consent with digital signature capture, timestamped for full legal compliance.
Automated insurance verification and photo upload so coverage is confirmed before the visit.
Privacy notices and release authorizations with timestamp and IP tracking built in.
Payment policies and treatment cost agreements reviewed and signed electronically.
Build any form your practice needs with our drag-and-drop builder. Your workflow, your rules.
Forms that adapt to each patient, validate in real time, and ensure complete data before anyone walks through the door.
The intake experience sets the tone for the entire visit. When patients complete forms on their own time, they arrive relaxed and ready. Your team skips the data entry and starts with care. Every form auto-links to the patient record — searchable, downloadable, and always where you need it.
Book a 15-minute demo with our team — no commitment required.