Online Intake

Form Templates

Easily send and receive your intake forms online. Send clients your online intake form to fill out on their phone, tablet, or computer. Clients securely sign and submit completed intake forms. Track the progress of new patient intake forms, send automated reminders, and receive completed forms online.
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Template Library

Unlock efficiency and enhance patient care with our extensive template library for streamlined digital forms.
Form Categories
Screenings
Medical
Mental Health

PHQ-9

Evaluate and track the severity of depressive symptoms in patients, enabling more accurate diagnoses and guiding personalized treatment.
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Screenings
Medical
Mental Health

PHQ-9 Copy

Evaluate and track the severity of depressive symptoms in patients, enabling more accurate diagnoses and guiding personalized treatment.
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Screenings
Mental Health
Medical

GAD-7

Enabling more accurate diagnoses and facilitating tailored treatment plans for individuals experiencing anxiety-related concerns
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Medical
Dental
Mental Health
Optometry

Cancelation Policy

Set clear expectations with our Cancelation Policy form
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Medical
Optometry
Dental
Mental Health

Medical Records Release Authorization

Ensure seamless and secure information exchange between healthcare providers
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Medical
Mental Health
Optometry
Dental

Telehealth Consent

Promote compliance with regulatory requirements and facilitating secure and convenient virtual healthcare
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Dental
Medical
Mental Health
Optometry
Law

Notice of Privacy Practices

Establish trust and maintain confidentiality by providing patients with a clear understanding of how their protected health information is handled
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Medical
Mental Health

Medical History Form

Efficiently collect and review patients' past medical information, aiding in comprehensive assessments, accurate diagnoses, and personalized treatment plans
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Dental
Medical
Mental Health
Optometry

Patient Registration Form

Effortlessly gather and organize crucial patient information, streamlining the registration process and ensuring accurate records.
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Dental
Medical
Mental Health
Optometry

Financial Responsibility

Ensure clarity and transparency in financial matters by using our Financial Responsibility form
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Dental
Medical
Mental Health
Optometry

Consent to Treatment

Actively involve patients in the decision-making process by obtaining informed consent
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