Eliminate the clipboard shuffle.

By completing forms before arrival, patients walk in ready, and their appointment starts on time.

• Automatically send warm welcome messages and branded intake forms the moment a new patient is scheduled
  
  
• Reduce wait times by letting patients complete paperwork anytime, on any device
  
  
• Deliver a polished patient experience right from their first click
  

Go digital to limit admin errors, reduce HIPAA risks, and let your front office focus on patients.

• Auto-send digital intake forms, consent docs, and policies
  
  
• Cut down on billing mistakes and denials with patient info flowing directly into their chart
  
  
• Improve compliance and reduce HIPAA risk with secure, automated data collection
  
  
• Automatically remind patients to complete forms—no manual follow-up needed
  
  
• Instantly generate a unique QR code for in-clinic intake using Kiosk mode
  

No more packet printing or chasing signatures.

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Spend less time on paperwork and more time on patient care.

FAQs

Do patients need to create a login to fill out digital forms?

No, they’ll only need a birth date and access code.

How long does it take for the patient to receive the intake email/text after I’ve sent it?

Patients should receive the digital intake form within less than 30 seconds. If they forget to complete the forms ahead of their appointment or time is of the essence, use in-clinic Kiosk mode.

How do I know when a form has been completed?

When the clinic opens, staff may decide to review completed intakes by filtering by eval date on the intake form page. Additionally, an email alert can also be set up so front desk staff receive notifications immediately upon a patient completing their intake paperwork.

Can we add our own forms?

Currently, we accept a maximum of four consent-based forms per organization. 

‍‍"Our front office teams no longer have to prep, print, scan, and upload intake forms. This decreases waiting room time and gives patients more one-on-one time with the clinician. On average, this saves our front desk 10-15 minutes per patient!"

Bethany Coallier
Advocate Manager, Hulst Jepsen Physical Therapy

Stop flipping through intake forms mid-eval.

Start every session ahead and save precious treatment time with key details—like medical history, pain level, and injury info—automatically imported into your SOAP notes.

• Save 5-10 minutes per eval  with up to 18 auto-filled fields, like chief complaint, injury details, and pain scale
  
  
• Walk into every eval with a clear picture of your patient’s background and needs
  
  
• Tailor intake questions to match your clinic’s workflows and specialty
  

Hassle-Free From Check-in to Chart

Save up to 15 minutes per patient at the front desk with a digital intake solution that clears out paperwork, cuts delays, and lightens your front office workload.