Custom Workflows

Enhance your productivity with custom workflows that allow you to use your business tools more efficiently. Achieve more than you ever thought possible. Create unique workflows for different types of forms. Our digital forms offer a fast, accurate and easy way to collect customer information making your business more efficient and organized.

Different forms require different work flows. We have you covered.

In Office Forms

Customize Zentake to your different scenarios. Send forms to clients via text or email, direct them to a link on your website or complete a last minute form on a tablet in your office or in the field.

Pre-fill Forms

Save your client's time by pre-populating forms with their information. Also send custom pre-filled forms and contracts to clients for signing.

Conditional Logic

Conditional logic makes viewing your form more intuitive. Whether you want to show or hide certain questions or conditionally make a question required, The possibilities are endless.

Provider Only Forms

Certain forms are only meant to be filled out by the provider, rather than clients. quickly document treatment etc. directly in Zentake to improve patient care, reduce errors, and simplify administrative processes.