Digital intake forms replace the paper clipboard. Patients complete medical history, consent, and insurance details on their own device before the visit, and everything lands in FrontDesk ready to review.
Intake forms are a paid feature. They're available on Elite and above. If you don't see Engage → Intake Forms, upgrade under Billing.
Open it from Engage → Intake Forms.
Start from a template
The Template Library has ready-made forms for common needs — medical history, consent, insurance, and more. Pick one as your starting point and adjust the fields to match your practice.
Build or customize a form
The Form Builder is a drag-and-drop editor with three parts:
- Field palette — drag in the field types you need (short text, choices, dates, signatures, and more).
- Canvas — arrange and reorder the form.
- Properties panel — set a field's label, whether it's required, and its options.
Preview the full form before sending so you see exactly what the patient will.
Send forms to patients
Use Send Form to deliver it by:
- SMS — a text with a secure link
- Email — sent from your verified practice sender
- Shareable link — paste it anywhere, or add it to a booking confirmation
Review submissions
Completed forms appear in the Submissions table. Open any one to read the patient's answers, and keep them attached to your records.
Good to know
- Pairs with booking. Send a form right after an online booking so patients arrive ready.
- It's PHI. Submissions are protected health information, encrypted, and covered by your BAA.