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Products / Forms & Intake

Paperless intake.
Zero hassle.

Drag-and-drop form builder, consent documents, e-signatures, and auto-send β€” patients complete intake on their phone before they walk in.

How it works

From booking to check-in β€” zero clipboard, zero data entry.

01

Patient books an appointment

Your intake form is automatically linked to the service they booked. No manual sending required.

02

They get a text with a link

A mobile-friendly form link goes out via SMS. Patients fill it out on their phone from the couch, not the waiting room.

03

Record populates instantly

Demographics, medical history, consent signatures, and payment info flow straight into their patient profile. Staff sees a green checkmark at check-in.

Drag-and-Drop Builder

Sections for demographics, medical history, custom questions, and payment methods. Build once, reuse across services.

Consent & E-Signatures

Disclaimers, consent statements, signature capture, and embedded PDF documents β€” everything legally compliant and stored on the patient record.

Assessment Scoring

Calculated score questions that auto-compute totals β€” built for clinical skin assessments, Fitzpatrick scales, and treatment readiness evaluations.

QR Codes & Shareable URLs

Generate QR codes for your lobby iPad, shareable URLs for remote intake, and PDF exports for paper records.

Auto-send. Auto-save. Auto-populate.

Link forms to services β€” when a patient books, their intake is sent automatically via text. Progress auto-saves so they can pick up where they left off. When they arrive, their record is already complete.

Mobile-first intake

β€œHaving an EMR that’s customizable to each clinic and makes intake a seamless process β€” that increases the value of everything we do.”

β€” MSO Operator

Clipboards are over.

See paperless intake built for modern aesthetic practices.