Patient Intake Forms

Patient Intake Forms

Digitize your patient intake process with secure online forms.

Sending an Intake Form

1. Open the patient profile
2. Click Send Form
3. Select a form template (e.g., New Patient Intake, Medical History)
4. Choose delivery method (email or WhatsApp)
5. Click Send

Patient Experience

• •Works without login (token-based access)
• •Supports multi-step forms with progress indicators
• •Allows save and resume later
• •Includes e-signature fields when needed
• •Works on mobile and desktop

Tracking Submissions

• •Sent — Form link delivered
• •Viewed — Patient opened the form
• •Completed — Patient submitted the form
• •Expired — Link expired (configurable: 24-168 hours)

Form Responses

Completed forms are automatically attached to the patient's record and can be viewed in a formatted preview.