Digital Patient Intake Form Streamline Patient Management

Collect patient information before appointments with a digital intake form. Send forms by email or text, update patient records and gather medical history online.

Streamline Patient Intake with Digital Forms

Eliminate paper forms hastily completed in the waiting room before an appointment. Our digital patient intake form make it simple to collect important information from patients before they arrive, helping your clinic save time, reduce administration and improve the overall patient experience.

Collect Information Before the Appointment

Create and send your online intake forms and patient questionnaires that patients can complete in advance. Forms can be sent directly to patients by email or text message (SMS) with a secure link, making it easy for patients to provide the information you need wherever they are.

Once the patient completes the first part of the intake form, the information automatically updates their patient record, reducing the need for staff to manually enter information and helping ensure records are kept up to date.

Use Multiple Forms to Gather More Information

The new intake form workflow also allows you to follow the initial intake form with a second form or questionnaire. This gives your clinic greater flexibility when collecting more detailed information.

For example, the first part of the form collects basic patient or contact information, while the second part could be used to gather:

• Medical history
• Health information
• Current symptoms or concerns
• Lifestyle information
• Previous treatments
• Additional clinical questionnaires

This flexible approach allows you to collect the right information at the right stage, without overwhelming patients with a lengthy form.

Improve Efficiency and Patient Experience

By allowing patients to complete their patient intake form online before their appointment, you can reduce waiting-room paperwork and free up valuable time for your reception and clinical teams.

A more streamlined digital intake process can help your clinic:

• Reduce paperwork and administrative workload
• Save staff time
• Keep patient records more up to date
• Collect important information before appointments
• Reduce unnecessary waiting-room time
• Improve communication with patients
• Deliver a smoother, more convenient patient experience

Whether you need a simple patient intake form, a medical history questionnaire or additional health information, digital forms provide a more efficient and flexible way to manage patient information throughout your clinic.

All data and information collected through intake forms are properly displayed on the patient record card for further use within the system.