Patients complete intake forms from home. You get complete data before they walk in. No clipboards, no delays, no missing information.
Digital
Wait time
Sync to PMS
Patient receives automated email/SMS with link to complete forms before their visit.
They fill out medical history, insurance, consent forms on their phone or computer. Takes 5-10 minutes.
All information flows directly into your practice management system. No manual data entry.
Patient arrives, you already have everything. Check-in is instant, appointment starts on time.
Pre-built templates you can use as-is or customize to match your workflow.
Comprehensive health questionnaire with conditional logic for relevant follow-ups
Treatment consents with digital signature capture for legal compliance
Automated insurance verification and photo upload for cards
Privacy notices and authorizations with timestamp and IP tracking
Payment policies and treatment cost agreements signed electronically
Build any form you need with our drag-and-drop form builder
Patient arrives 15 minutes early
Given clipboard with 8 pages of forms
Illegible handwriting, missed questions
Staff spends 10 minutes entering data
Missing information discovered mid-appointment
Forms sent via email after booking
Patient completes from their couch
All data validated and complete
Auto-synced to your system instantly
Patient walks in ready for care
No platform changes required. Embed forms directly on your website, send via email, or use our hosted pages. Patients complete them anywhere.
Use our templates or build from scratch. Add your logo, colors, custom questions. Make it match your brand.
Copy one line of code, paste on your website. Forms work seamlessly on desktop, tablet, and mobile.
When someone books an appointment, they automatically receive a link to complete intake forms before arrival.
Not just digital paper. Forms that adapt, validate, and ensure complete data every time.
Questions appear only when relevant. Patient checks "heart condition"? Follow-up questions about medications and restrictions appear automatically.
Can't submit incomplete forms. Email formats verified, phone numbers validated, required signatures captured. Complete data, every time.
Forms automatically translate to patient's preferred language. English, Spanish, French, Mandarin—serve everyone seamlessly.
Start on phone, finish on desktop. Close browser, come back later. Nothing gets lost, 98% completion rate.
Modern patient intake that saves time, reduces errors, and creates a better first impression.