Onboard Patients· Digital Intake

Start the visit before the patient walks in

Simplify patient onboarding with customizable digital forms and consents, solving the challenges of paperwork, data accuracy, and patient experience.

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Digital IntakeA patient completes medical history and signs a consent. Completed documents arrive in the patient record. Illustrative sample data.Digital intakeBefore the visitReady before they arrive.PATIENTJordan LeeFORMMedical historyPATIENT SIGNATUREPatient recordJordan Lee · Upcoming visitMedical historyTreatment consentPatient signatureCustom forms and consents, attached to the right chart.
Paperwork finished before the patient walks in.

Streamline your intake process

Digital Intake detail

Reduce administrative burden, improve patient experience, ensure accuracy and compliance.

  • Automate the collection and storage of patient data, minimizing manual entry and paperwork.
  • Offer convenient, digital completion of forms before appointments, enhancing satisfaction and reducing wait times.
  • Patients can complete forms on their computer or mobile device via our Patient Portal, or onsite at your office.
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Frequently asked questions

When do patients actually fill out intake forms?

Before their appointment, on their own computer or mobile device, so check-in time is spent starting the visit instead of filling out paperwork in the waiting room.

Do patients need a special app to complete forms?

No. Forms can be completed via the Patient Portal on any computer or mobile device, or onsite at the office if a patient prefers to fill them out on arrival.

Does this eliminate paperwork entirely, or just move it online?

It automates the collection and storage of patient data to minimize manual entry and paperwork, though patients who don't complete forms ahead of time can still fill out the same digital forms onsite.

Does completing forms early actually change the record, or just save time at check-in?

Both. Digital intake improves data accuracy and starts the patient's record before they arrive, in addition to shortening the check-in itself.

See Digital Intake in a live demo

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Run your practice on one system