Industries · Healthcare
Online Forms for Healthcare Practices
Patient intake packets, consent forms, and health histories, completed on the patient’s phone before they arrive.
The clipboard is the last paper stronghold in most practices. Patients arrive early to fill out packets they could have completed at home, staff re-type handwriting into the system, and illegible answers become phone calls. Converting the existing intake packet, with its approved wording intact, into online forms fixes the whole chain: patients complete forms from the appointment reminder link, and answers arrive as structured data before the visit.
Who this is for
- Front-office managers drowning in intake paperwork
- Practices whose packets exist as long-approved PDFs
- Clinics measuring check-in time and data-entry errors
Key things to know
Convert the approved packet
Compliance teams approved specific wording. Converting the existing document preserves it; rebuilding from scratch risks it.
Send with the reminder
The appointment reminder is the perfect delivery vehicle for the intake link. Completion before arrival becomes the norm.
Signatures on screen
Consent signature lines become signature fields patients sign with a finger.
Quick answers
Can patient intake forms be filled out before the appointment?
Yes. Send the form link in the appointment reminder text or email. Most patients complete it at home, which shortens check-in, improves answer quality, and gives staff the information before the visit instead of during it.
What about patients who cannot use online forms?
Keep a tablet at the desk and a few paper copies. In practice the online form covers the large majority, and staff time freed from re-typing covers the exceptions.