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Forms & Intake

Patients arrive
ready, not waiting.

Intake forms go out automatically when a patient books, so the fifteen minutes of clipboards at the front desk becomes four minutes on their phone at home.

Demographics, medical history, consent, e-signatures, and payment, all completed before they arrive.

9:41
Radiant Med Spanow

Complete your forms before your visit tomorrow at 2pm.

New Patient Intake

Radiant Med Spa · Botox Consultation

Sarah Mitchell
03/15/1989
Prior cosmetic treatments
Currently pregnant or nursing
Known drug allergies
Blood thinners or supplements
Section 3 of 475%
3:42 elapsed

The 15-Minute Problem

Watch the clock. Every appointment.

A 9:00 AM patient who arrives on time still starts late.

0:00
Patient arrives, handed clipboard
3:00
Still writing (pen runs out, borrows another)
5:00
Asks front desk: "Which insurance section?"
7:00
Front desk starts entering data from page 1
10:00
Patient finishes, returns clipboard
13:00
Staff catches missing consent signature on page 3
15:00
Provider ready. Patient not.
18:00
Appointment actually starts (18 min late)

Multiply by 14 patients per day.

That's 4+ hours of wasted time.

The 4-Minute Experience

Same patient. Done before arrival.

Forms go out 48 hours ahead, patients complete them on their phone, and the answers land in the chart. The front desk greets instead of typing.

Step 1

SMS Received

48 hours before

Hi Sarah, tap below to complete your intake forms for Thursday at 2pm.

Step 2

Patient Taps Link

Opens on phone

Mobile-optimized form loads instantly. Name and DOB pre-filled.

Step 3

Fills Out & Signs

4 minutes

History, allergies, consent form, e-signature. Progress auto-saves.

Step 4

Complete

Data in chart

Everything flows into the patient record automatically. Zero data entry.

Staff View

Front desk — patient readiness

Thursday morning
Sarah M.Forms complete
Mike R.2 of 3 sections done
Lisa K.Not started
David W.Forms complete

Build Any Form

Drag, drop, done.

Build intake forms in a visual editor, with conditional logic, e-signature fields, photo uploads, and consent sections. No code required.

Form Builder

New Patient Intake — Consent Flow

Field Types
Text
Checkbox
Dropdown
Signature
Photo Upload
Conditional
Patient Information
4 fields
Full Name
Date of Birth
Phone
Email
Medical History
4 fields
Allergies
Current Medications
Previous Procedures
Skin Conditions
Treatment Consent
3 fields
Disclaimer Text
Risk Acknowledgment
Photo Release
E-Signature
2 fields
Digital Signature Capture
Date & Timestamp
Conditional Logic

If patient selects “Pregnant: Yes” → Show pregnancy waiver section

Consent & Compliance

No more chasing missing signatures.

Consent forms are part of the intake flow and cannot be skipped. Every signature is timestamped, IP-logged, and stored permanently.

Treatment Consent

Botox — Sarah Mitchell

Signed

I understand that botulinum toxin injections carry risks including bruising, swelling, asymmetry, and in rare cases ptosis. I have been informed of alternative treatments and I voluntarily consent to this procedure. I confirm that I have disclosed all relevant medical history...

I understand the risks and benefits described above
I consent to before/after treatment photography
I confirm all medical information provided is accurate
E-Signature
Sarah Mitchell
Signed digitally on Apr 9, 2026 at 10:42 AMIP: 74.125.xxx.xxx
Every signature timestamped and every form version retained for audit.
Paper

“Did she sign page 3?”

→ Check the folder

→ Not found

→ Can't start treatment

Digital
Signed
Timestamped
Stored

Results

The numbers speak for themselves.

94%

Pre-arrival completion

Forms done before patients walk in

12 min

Saved per patient

No clipboard, no data entry

0

Missing consent forms

E-signatures required, not optional

$4,800

Recovered monthly

From on-time appointments alone

The clipboard era is over.

Forms, consent, e-signatures, and check-in, in one demo.