Intake forms

Intake that does not start with a password reset.

The point of an online form is to save everyone time. That stops being true the moment a patient has to create an account, verify an email and remember a password before they can answer the first question.

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No account

Send a link. That is the whole process.

Your patient opens the form and fills it in. There is no portal to join and no password to set, so nothing to reset at 8am on a Monday and nothing for your front desk to talk anyone through.

  • Email or text a link and they fill it in on their own phone
  • Hold up a QR code and they fill it in on their own phone in the waiting room
  • Or hand them a clinic tablet at reception and take it back when they are done
  • Answers land in the chart as data, not as an attachment nobody opens
See it in a demo
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Screenshot
Intake form on a phone
A form open on a phone with no sign-in screen anywhere. Put the QR option beside it if it fits.
AI form creator

A library of a thousand forms is a thousand forms to read.

Picking a form from a shared library sounds generous until you are the one reading through them, judging quality, and rewriting one to suit your practice anyway. Skip that. Describe the form you want and we build it.

  • Say what the form is for and who it is for
  • Say how thorough it should be and roughly how many questions
  • List anything you always ask, and we work it in
  • You get a working form back, and you can edit every word of it
Book a demo
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Screenshot
AI form creator, prompt and result
The description box on one side, the generated form on the other.
Paper to online

Already have the form? Upload it.

Most clinics already have an intake form they trust, usually a PDF that has been through several rounds of wording. You should not have to rebuild it by hand to get it online.

  • Upload the PDF or a scan of the paper original
  • Question wording and question order are kept as they are
  • Question types are matched, from yes or no through to checklists and signatures
  • Forms in French come back in French
  • Edit anything before you publish it
Book a demo
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Screenshot
PDF to form conversion
The original paper PDF beside the finished online form so the match is obvious.
In clinic

Scan the code. Hand over the tablet.

Not every form gets filled in at home. Somebody walks in without having done it, a consent needs signing before you start, or a patient got halfway through on their phone and stopped. Every form has a QR code for exactly that.

  • Scan the code onto any tablet and the form opens on it, ready to hand over
  • No email address needed, which is the whole point for a walk-in
  • A half-finished form opens where they left off, rather than starting again
  • Good for consents you want signed before treatment starts
  • The code is live for minutes, and the patient gets two hours to finish once the tablet is handed over
  • Your front desk computer stays free while they fill it in
Book a demo
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Screenshot
In-clinic QR code and the form on a tablet
The QR code on the staff screen beside the same form open on a tablet. Worth staging properly, it tells the whole story in one image.

Built to be used, not just filled in.

Answers become data

What a patient enters is stored as structured answers, so you can report on it later instead of rereading a hundred PDFs.

Forms before booking

Attach a form to a booking so it is done before the appointment, and the practitioner walks in already knowing the history.

Finish it later, or finish it here

Progress is saved as they go. A form abandoned on the sofa on Sunday can be finished on a clinic tablet on Monday, from wherever they stopped.

Demographics without typing

Let a client enter and correct their own contact details on a clinic device with a QR code, and keep an audit of exactly what changed.

Signatures and consent

Signature fields, consent blocks and instruction text, so a consent form is a real consent form rather than a checkbox.

Conditional questions

Follow up questions appear only when they are relevant, so a long form stays short for the people it does not apply to.

Guidance in the form

Add explanatory text where patients get stuck, so your front desk answers the same question once instead of every week.

See it on your own clinic's workflow.

Half an hour, no slides. Bring the thing your current system makes hard and we will show you how it works here.

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