Forms & Intake

Digital forms that work for you

Intake forms, waivers, and consent documents—sent automatically, signed electronically, stored securely.

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"Paper forms get lost, handwriting is illegible, and chasing signatures wastes everyone's time."

Paper forms everywhere

Time wasted on data entry

Missing signatures and info

Build any form you need

Drag and drop fields to create intake forms, medical history questionnaires, consent documents, and waivers. Start from templates or build from scratch.

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Sent automatically, signed digitally

Forms go out before appointments via email or SMS. Clients sign electronically with legally compliant timestamps and IP logging.

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Everything in the client profile

Form responses live with the client record forever. Review history, print PDFs, or export data whenever you need it.

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Paperless perfection

Save time and stay compliant

15 min
Saved per client

No manual data entry needed.

100%
Compliance

Legally binding e-signatures.

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Paper forms

Go fully digital today.

Auto
Reminders

Clients complete before arrival.

Effortless for everyone

Clients complete forms before they arrive

1

Receive form link

Automatic email or SMS before their appointment.

2

Fill out on any device

Mobile-friendly forms work anywhere.

3

Sign electronically

Legally binding signatures with timestamps.

Professional forms

Everything you need for compliance and convenience

Drag-and-drop form builder
Pre-built medical and consent templates
Conditional logic and branching
E-signature with legal compliance
Automatic pre-appointment delivery
Photo upload fields
HIPAA-compliant storage
Service-specific form triggers
Multi-language support
PDF export and printing
Form completion tracking
Client portal integration

Ready to go paperless?

Start your free trial today. No credit card required.

No credit card required