✦  Digital Forms

Paperwork, without the paper

Intake, consent, and screening forms patients complete on their phone before they arrive — filed automatically, not scanned.

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Send at booking

Forms ride along with the confirmation text, so patients arrive checked-in instead of clipboard-in-hand.

Smart conditional logic

Patients only see questions that apply to them — a returning patient isn't re-asked their whole history.

Built by AI, if you want

Describe the form you need and AI drafts it — intake, consent, screening quizzes — ready to edit and publish.

How it works

1

Patient books

The right form packet for that visit type goes out automatically.

2

They fill it on their phone

Tap-friendly questions, e-signatures, photo uploads (insurance cards, IDs) — a few minutes on the couch, not the lobby.

3

It lands on the chart

Completed forms attach to the patient record and your team is notified. No scanning, no retyping.

What you get

  • HIPAA-compliant collection and storage
  • E-signatures with a full audit trail
  • Conditional logic and multi-step flow mode
  • Photo and file uploads for cards and referrals
  • PDF export for any completed entry
  • Assign forms per service or appointment type

Common questions

Are the forms HIPAA compliant?

Yes — collection, transmission, and storage are HIPAA-conscious end to end, with access controls on who can view entries.

Can I convert my existing paper forms?

Yes. Send us what you use today and we rebuild it digitally — or describe it and let the AI generator produce the first draft in minutes.

What if a patient shows up without completing the form?

The front desk sees who's outstanding and can resend the link or hand the patient a tablet — their progress is saved either way.

See it on your own practice

15 minutes, your real workflows, no pressure.

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