Pre-visit intake and post-appointment paperwork, triggered automatically. Custom intakes and funnels patients finish on their phone — filed, not scanned.
Get startedAssign the packet to that appointment type. It goes out with the confirmation, so patients arrive checked-in instead of clipboard-in-hand.
When the visit ends, the next packet can go out on its own — consents, instructions, follow-ups. Nobody chasing a PDF.
Build the exact intake, or describe it and let AI draft it. A different packet per service. Chain a form after the first one is signed.
Paper forms fail because someone has to remember to send them. KloudMD sends the right packet at the right moment — before the visit, and again after — without the front desk keeping a checklist.
Pre-visit intake is assigned to the service or appointment type and rides along with the confirmation. Post-appointment paperwork fires when the visit wraps, or from a workflow. Patients tap through on their phone. Completed entries land on the chart.
That is the same automation layer as reminders: the form is custom, the send is automatic.
This is a live KloudMD form — tap through it the way a patient would.
The pre-visit packet goes out at booking. Post-appointment forms fire when you say they should.
Tap-friendly questions, e-signatures, photo uploads (insurance cards, IDs) — a few minutes on the couch, not the lobby.
Completed forms attach to the patient record and your team is notified. No scanning, no retyping.
Yes — collection, transmission, and storage are HIPAA-conscious end to end, with access controls on who can view entries.
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.
The front desk sees who's outstanding and can resend the link or hand the patient a tablet — their progress is saved either way.
Yes. Pre-visit intake is assigned to the appointment type. Post-appointment paperwork is a separate packet you trigger after the visit — or chain from a workflow.
Yes. Every page and question is editable. Most practices start from a template or an AI draft, then build the funnel they actually run — including a follow-up form after the first one is signed.
